iSHARES TRUST - IVW
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 49,323,629 | 5,578,995 | 1.49% | 1.6% | 1 | +5,678,425 | 13.01% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 40,454,780 | 4,397,839 | 0.28% | 0.32% | 2 | -255,422 | -0.63% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 34,306,897 | 3,880,453 | 0.23% | 0.25% | 3 | +660,745 | 1.96% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 20,889,253 | 2,362,783 | 0.63% | 0.67% | 4 | +1,072,772 | 5.41% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 19,779,268 | 2,237,232 | 0.16% | 0.17% | 5 | +1,229,382 | 6.63% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 15,355,004 | 1,736,804 | 0.33% | 0.34% | 6 | +333,848 | 2.22% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Reduced | 8,578,646 | 970,330 | 0.15% | 0.17% | 7 | -109,635 | -1.26% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 8,010,148 | 906,026 | 0.21% | 0.24% | 8 | -495,520 | -5.83% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 7,291,428 | 824,735 | 0.76% | 0.77% | 9 | +368,516 | 5.32% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,390,020 | 609,665 | 0.35% | 0.37% | 10 | -40,322 | -0.74% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 4,777,915 | 540,430 | 1.42% | 1.59% | 11 | +2,664 | 0.06% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 4,754,617 | 537,794 | 0.57% | 0.61% | 12 | +245,310 | 5.44% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 4,531,673 | 512,577 | 0.01% | 0.01% | 13 | +110,302 | 2.49% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 4,286,127 | 484,803 | 0.06% | 0.06% | 14 | +12,109 | 0.28% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 3,914,423 | 442,760 | 1.52% | 1.6% | 15 | -136,159 | -3.36% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 3,890,879 | 440,097 | 0.14% | 0.17% | 16 | -463,921 | -10.65% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Added to | 3,873,907 | 438,177 | 1.34% | 1.37% | 17 | +85,467 | 2.26% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,856,562 | 436,216 | 3.41% | 3.79% | 18 | +224,980 | 6.2% | Q1 2026 | Apr 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 3,653,783 | 413,279 | 2.29% | 1.6% | 19 | -44,828 | -1.21% | Q1 2026 | Apr 29, 2026 |
| Mariner, LLC | History | Reduced | 3,565,694 | 403,312 | 0.47% | 0.54% | 20 | -99,843 | -2.72% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,539,621 | 400,576 | 0.07% | 0.07% | 21 | +193,529 | 5.78% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 3,335,976 | 377,332 | 1.05% | 1.09% | 22 | -309,228 | -8.48% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,037,160 | 343,533 | 0.48% | 0.49% | 23 | +41,526 | 1.39% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,990,288 | 327,904 | 0.16% | 0.21% | 24 | +140,621 | 4.93% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 2,694,953 | 304,826 | 1.98% | 2.13% | 25 | -10,367 | -0.38% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 2,416,574 | 273,339 | 0.68% | 0.62% | 26 | +211,952 | 9.61% | Q1 2026 | Apr 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 2,276,795 | 257,528 | 3.19% | 3.28% | 27 | +244,628 | 12.04% | Q1 2026 | May 11, 2026 |
| SOFI WEALTH, LLC | History | Added to | 2,249,169 | 254,403 | 12.26% | 12.93% | 28 | +145,081 | 6.9% | Q1 2026 | May 05, 2026 |
| HB Wealth Management, LLC | History | Reduced | 2,236,643 | 252,986 | 1.64% | 1.89% | 29 | -135,416 | -5.71% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,050,705 | 231,956 | 0.25% | 0.27% | 30 | +15,119 | 0.74% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 2,047,016 | 231,537 | 0.01% | 0.01% | 31 | +16,029 | 0.79% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,977,675 | 223,694 | 0.04% | 0.04% | 32 | +190,408 | 10.65% | Q1 2026 | May 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,970,631 | 222,898 | 0.18% | 0.05% | 33 | +1,677,831 | 573.03% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,965,703 | 222,442 | 0.33% | 0.37% | 34 | -73,267 | -3.59% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 1,904,019 | 215,435 | 0.24% | 0.27% | 35 | -16,527 | -0.86% | Q1 2026 | May 14, 2026 |
| FSC Wealth Advisors, LLC | History | Reduced | 1,830 | 206,991 | 3.95% | 2.69% | 36 | -11,616 | -86.39% | Q1 2026 | Apr 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,653,492 | 187,026 | 0.12% | 0.13% | 37 | -43,521 | -2.56% | Q1 2026 | May 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,497,810 | 169,417 | 0.31% | 0.25% | 38 | +850,349 | 131.34% | Q1 2026 | May 01, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,468,118 | 164,613 | 0.31% | 0.3% | 39 | +82,481 | 5.95% | Q1 2026 | May 01, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 1,406,864 | 159,130 | 0.86% | 0.91% | 40 | +54,856 | 4.06% | Q1 2026 | May 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,374,865 | 155,511 | 0.86% | 1.07% | 41 | -75,939 | -5.23% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,362,101 | 154,067 | 0.79% | 0.91% | 42 | +21,364 | 1.59% | Q1 2026 | May 08, 2026 |
| JB Capital LLC | History | Added to | 1,338,195 | 151,363 | 6.11% | 6.32% | 43 | +82,834 | 6.6% | Q1 2026 | Apr 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 1,285,735 | 145,429 | 1.09% | 1.18% | 44 | +15,858 | 1.25% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,223,953 | 138,441 | 0.19% | 0.19% | 45 | +54,490 | 4.66% | Q1 2026 | Apr 27, 2026 |
| Calamos Advisors LLC | History | Added to | 1,168,503 | 132,169 | 0.47% | 0.02% | 46 | +1,125,813 | 2637.18% | Q1 2026 | May 04, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 1,164,899 | 131,742 | 6.86% | 7.19% | 47 | +50,583 | 4.54% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,139,627 | 128,903 | 0.33% | 0.37% | 48 | +17,837 | 1.59% | Q1 2026 | Apr 30, 2026 |
| Calamos Wealth Management LLC | History | Added to | 1,126,579 | 127,427 | 4.38% | 4.73% | 49 | +13,644 | 1.23% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Reduced | 1,107,688 | 125,290 | 0.71% | 0.79% | 50 | -6,135 | -0.55% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,105,695 | 125,054 | 0.77% | 0.8% | 51 | +21,535 | 1.99% | Q1 2026 | May 15, 2026 |
| LVZ, Inc. | History | Added to | 1,047,836 | 118,520 | 13.52% | 14.05% | 52 | +28,006 | 2.75% | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | Added to | 1,030,500 | 116,559 | 0.16% | 0.09% | 53 | +512,738 | 99.03% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 896,757 | 110,534 | 0.44% | 0.44% | 54 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 963,042 | 108,929 | 6.09% | 6.71% | 55 | -6,243 | -0.64% | Q1 2026 | Apr 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 885,451 | 100,153 | 0.18% | 0.19% | 56 | +48,705 | 5.82% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 883,779 | 99,964 | 0.16% | 0.17% | 57 | +1,493 | 0.17% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 859,413 | 97,208 | 0.37% | 0.39% | 58 | +83,484 | 10.76% | Q1 2026 | Apr 30, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 845,298 | 95,611 | 1.4% | 1.68% | 59 | -54,845 | -6.09% | Q1 2026 | Apr 09, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 828,745 | 93,739 | 4.15% | 4.05% | 60 | +44,231 | 5.64% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 733,815 | 83,001 | 0.01% | 0.01% | 61 | +4,992 | 0.68% | Q1 2026 | May 14, 2026 |
| Ascent Group, LLC | History | Added to | 732,503 | 82,853 | 2.87% | 2.96% | 62 | +30,364 | 4.32% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 714,893 | 80,861 | 0.44% | 0.5% | 63 | +4,325 | 0.61% | Q1 2026 | May 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 707,760 | 80,054 | 0.29% | 0.33% | 64 | -28,600 | -3.88% | Q1 2026 | Apr 24, 2026 |
| Private Advisor Group, LLC | History | Added to | 688,281 | 77,851 | 0.37% | 0.4% | 65 | +1,487 | 0.22% | Q1 2026 | Apr 24, 2026 |
| Creative Planning | History | Added to | 673,356 | 76,163 | 0.05% | 0.06% | 66 | +19,994 | 3.06% | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 636,384 | 71,981 | 0.86% | 0.94% | 67 | -20,540 | -3.13% | Q1 2026 | May 06, 2026 |
| Stegner Investment Associates Inc. | History | Reduced | 614,290 | 69,482 | 38.06% | 40.58% | 68 | -5,204 | -0.84% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 603,344 | 69,179 | 0.14% | 0.1% | 69 | +4,710 | 0.79% | Q1 2026 | Apr 08, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 598,490 | 68,622 | 6.13% | 6.7% | 70 | -14,163 | -2.31% | Q1 2026 | May 11, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 592,856 | 67,947 | 1.16% | 1.83% | 71 | -223,338 | -27.36% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 595,640 | 67,372 | 0.03% | 0.03% | 72 | -18,995 | -3.09% | Q1 2026 | May 13, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 593,468 | 67,127 | 0.8% | 0.91% | 73 | -4,998 | -0.84% | Q1 2026 | May 01, 2026 |
| Atria Investments, Inc | History | Added to | 584,236 | 66,082 | 0.74% | 0.72% | 74 | +69,792 | 13.57% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 576,341 | 65,189 | 0.08% | 0.14% | 75 | -362,498 | -38.61% | Q1 2026 | May 14, 2026 |
| SilverOak Wealth Management LLC | History | Reduced | 566,951 | 64,127 | 10.14% | 11.02% | 76 | -3,405 | -0.6% | Q1 2026 | Apr 29, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 492,926 | 63,513 | 4.12% | 3.55% | 77 | +60,500 | 13.99% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 532,813 | 60,266 | 0.93% | 0.23% | 78 | +439,239 | 469.4% | Q1 2026 | May 15, 2026 |
| Austin Private Wealth, LLC | History | No change | 482,689 | 59,496 | 4.42% | 4.42% | 79 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Allworth Financial LP | History | Reduced | 516,567 | 58,428 | 0.24% | 0.26% | 80 | -6,741 | -1.29% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 508,502 | 57,516 | 1.34% | 1.4% | 81 | +38,666 | 8.23% | Q1 2026 | May 15, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 502,832 | 56,875 | 2.93% | 4.04% | 82 | -127,346 | -20.21% | Q1 2026 | May 07, 2026 |
| North Star Investment Management Corp. | History | Reduced | 501,583 | 56,734 | 3.44% | 4.01% | 83 | -16,913 | -3.26% | Q1 2026 | Apr 23, 2026 |
| Probity Advisors, Inc. | History | Added to | 501,149 | 56,684 | 8.98% | 9.6% | 84 | +14,790 | 3.04% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | Added to | 496,194 | 56,124 | 0.92% | 0.89% | 85 | +122,778 | 32.88% | Q1 2026 | May 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 489,338 | 55,341 | 0.1% | 0.11% | 86 | +9,929 | 2.07% | Q1 2026 | May 14, 2026 |
| SCS Capital Management LLC | History | Reduced | 471,760 | 53,360 | 0.57% | 0.62% | 87 | -642 | -0.14% | Q1 2026 | May 11, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 470,220 | 53,186 | 4.22% | 3.16% | 88 | +200,115 | 74.09% | Q1 2026 | Apr 16, 2026 |
| West Wealth Group, LLC | History | Added to | 469,119 | 53,062 | 10.49% | 11.24% | 89 | +29,551 | 6.72% | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | Added to | 436,542 | 49,333 | 0.24% | 0.28% | 90 | +4,706 | 1.09% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 434,249 | 49,118 | 0.99% | 0.95% | 91 | +56,572 | 14.98% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Reduced | 432,346 | 48,902 | 1.36% | 1.48% | 92 | -1,631 | -0.38% | Q1 2026 | May 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 422,113 | 47,745 | 0.7% | 0.83% | 93 | -12,598 | -2.9% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Reduced | 410,209 | 46,398 | 0.57% | 0.66% | 94 | -9,838 | -2.34% | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 391,098 | 44,237 | 0.43% | 0.46% | 95 | +9,767 | 2.56% | Q1 2026 | May 08, 2026 |
| MA Private Wealth | History | Added to | 390,339 | 44,151 | 7.47% | 7.68% | 96 | +16,740 | 4.48% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 388,544 | 43,948 | 0.5% | 0.58% | 97 | -24,464 | -5.92% | Q1 2026 | Apr 28, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Reduced | 372,247 | 42,104 | 14.65% | 15.68% | 98 | -1,677 | -0.45% | Q1 2026 | Apr 21, 2026 |
| Sharkey, Howes & Javer | History | Added to | 370,845 | 41,946 | 5.65% | 5.52% | 99 | +18,241 | 5.17% | Q1 2026 | Apr 08, 2026 |
| Clearstead Advisors, LLC | History | Added to | 369,582 | 41,803 | 0.38% | 0.57% | 100 | +356 | 0.1% | Q1 2026 | May 06, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 361,235 | 40,859 | 0.36% | 0.41% | 101 | +26,554 | 7.93% | Q1 2026 | May 14, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 361,009 | 40,833 | 12.72% | 13.52% | 102 | +5,353 | 1.51% | Q1 2026 | Apr 29, 2026 |
| Lee Financial Co | History | Reduced | 354,513 | 40,098 | 5.66% | 6.01% | 103 | -6,838 | -1.89% | Q1 2026 | Apr 13, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 353,931 | 40,033 | 1.68% | 2.06% | 104 | -31,264 | -8.12% | Q1 2026 | Apr 30, 2026 |
| Pathstone Holdings, LLC | History | Added to | 353,003 | 39,928 | 0.16% | 0.15% | 105 | +35,360 | 11.13% | Q1 2026 | May 11, 2026 |
| Calydon Capital | History | Added to | 352,547 | 39,876 | 6.51% | 7.32% | 106 | +246 | 0.07% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 350,382 | 39,631 | 0.06% | 0.08% | 107 | -66,668 | -15.99% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 348,309 | 39,397 | 0.21% | 0.26% | 108 | +45,650 | 15.08% | Q1 2026 | May 15, 2026 |
| CGC Financial Services, LLC | History | Added to | 347,289 | 39,281 | 11.35% | 11.16% | 109 | +8,961 | 2.65% | Q1 2026 | Apr 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 343,155 | 38,814 | 0.8% | 1.3% | 110 | -125,209 | -26.73% | Q1 2026 | Apr 13, 2026 |
| CITIGROUP INC | History | Added to | 341,831 | 38,664 | 0.02% | 0.02% | 111 | +14,988 | 4.59% | Q1 2026 | May 11, 2026 |
| Foundation Wealth Management, LLC | History | Added to | 338,159 | 38,248 | 25.84% | 27.31% | 112 | +1,796 | 0.53% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 332,587 | 38,117 | 0.36% | 0.51% | 113 | -53,940 | -13.96% | Q1 2026 | Apr 07, 2026 |
| LMG Wealth Partners, LLC | History | Reduced | 331,826 | 37,532 | 6.84% | 7.7% | 114 | -3,121 | -0.93% | Q1 2026 | Apr 17, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 314,676 | 37,490 | 7.12% | 7.78% | 115 | -3,070 | -0.97% | Q1 2026 | Apr 09, 2026 |
| Corient Private Wealth LLC | History | Added to | 346,339 | 37,350 | 0.05% | 0.06% | 116 | +7,051 | 2.08% | Q1 2026 | May 15, 2026 |
| Busey Bank | History | Reduced | 329,626 | 37,283 | 1.01% | 1.09% | 117 | -5,345 | -1.6% | Q1 2026 | Apr 28, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 325,789 | 36,850 | 4.6% | 5.41% | 118 | -24,156 | -6.9% | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 322,991 | 36,533 | 1.35% | 1.26% | 119 | +53,269 | 19.75% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 334,987 | 36,416 | 0.02% | 0.02% | 120 | +59,377 | 21.54% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 312,365 | 35,331 | 0.4% | 0.33% | 121 | +75,198 | 31.71% | Q1 2026 | Apr 16, 2026 |
| Blue Edge Capital, LLC | History | No change | 285,618 | 35,205 | 4.71% | 4.71% | 122 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GREENLEAF TRUST | History | Reduced | 308,124 | 34,851 | 0.34% | 0.36% | 123 | -8,688 | -2.74% | Q1 2026 | Apr 27, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 305,347 | 34,537 | 12.4% | 11.64% | 124 | +42,441 | 16.14% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | Reduced | 303,712 | 34,352 | 0.53% | 0.73% | 125 | -83,853 | -21.64% | Q1 2026 | May 08, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 262,431 | 34,238 | 4.7% | 4.69% | 126 | +10,352 | 4.11% | Q1 2026 | Apr 28, 2026 |
| Equitable Holdings, Inc. | History | Added to | 275,772 | 33,942 | 0.22% | 0.23% | 127 | +156 | 0.06% | Q1 2026 | May 15, 2026 |
| Stone House Investment Management, LLC | History | Added to | 296,836 | 33,575 | 6.02% | 5.39% | 128 | +15,193 | 5.39% | Q1 2026 | Apr 22, 2026 |
| Capital Analysts, LLC | History | Added to | 294,526 | 33,365 | 0.88% | 0.99% | 129 | +14,467 | 5.17% | Q1 2026 | May 14, 2026 |
| AMARILLO NATIONAL BANK | History | Reduced | 294,047 | 33,259 | 5.87% | 6.61% | 130 | -11,201 | -3.67% | Q1 2026 | Apr 17, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 290,090 | 32,812 | 11.31% | 12.3% | 131 | +150 | 0.05% | Q1 2026 | Apr 23, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 288,548 | 32,637 | 0.59% | 0.69% | 132 | -21,348 | -6.89% | Q1 2026 | May 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 288,430 | 32,624 | 1.24% | 1.2% | 133 | +21,451 | 8.03% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 261,939 | 32,286 | 0.57% | 0.57% | 134 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 283,277 | 32,041 | 0.27% | 0.29% | 135 | -33,504 | -10.58% | Q1 2026 | May 13, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 283,172 | 32,029 | 8.98% | 10.24% | 136 | -6,720 | -2.32% | Q1 2026 | Apr 16, 2026 |
| EWA, LLC | History | Added to | 281,214 | 31,808 | 7.21% | 7.91% | 137 | +18,495 | 7.04% | Q1 2026 | Apr 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 279,982 | 31,668 | 0.34% | 0.64% | 138 | -172,653 | -38.14% | Q1 2026 | Apr 20, 2026 |
| AlphaCore Capital LLC | History | Reduced | 279,672 | 31,633 | 0.75% | 0.82% | 139 | -19,863 | -6.63% | Q1 2026 | May 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 275,902 | 31,207 | 0.68% | 0.71% | 140 | -32 | -0.01% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 272,542 | 30,827 | 4.23% | 4.41% | 141 | +13,059 | 5.03% | Q1 2026 | May 14, 2026 |
| Silicon Valley Capital Partners | History | Reduced | 271,722 | 30,734 | 3.01% | 3.07% | 142 | -1,807 | -0.66% | Q1 2026 | May 19, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 270,711 | 30,620 | 0.38% | 0.38% | 143 | +20,171 | 8.05% | Q1 2026 | Apr 20, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 266,271 | 30,117 | 2.95% | 3.45% | 144 | -25,089 | -8.61% | Q1 2026 | Apr 30, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 266,207 | 30,116 | 3.76% | 4.13% | 145 | +6,427 | 2.47% | Q1 2026 | May 12, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 265,827 | 30,067 | 1.82% | 2.06% | 146 | -7,252 | -2.66% | Q1 2026 | May 12, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 265,668 | 30,049 | 0.92% | 1.13% | 147 | -14,851 | -5.29% | Q1 2026 | May 05, 2026 |
| EQ LLC | History | Added to | 265,307 | 30,008 | 8.45% | 8.56% | 148 | +24,376 | 10.12% | Q1 2026 | May 06, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 264,362 | 29,902 | 0.14% | 0.1% | 149 | +3,249 | 1.24% | Q1 2026 | May 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 263,812 | 29,839 | 0.71% | 0.76% | 150 | +162 | 0.06% | Q1 2026 | Apr 30, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 262,208 | 29,658 | 5.58% | 5.98% | 151 | +6,299 | 2.46% | Q1 2026 | Apr 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 261,997 | 29,634 | 0.56% | 0.62% | 152 | -3,977 | -1.5% | Q1 2026 | May 01, 2026 |
| High Falls Advisors, Inc | History | No change | 239,321 | 29,498 | 5.98% | 5.98% | 153 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Security Financial Services, INC. | History | No change | 238,864 | 29,442 | 4.62% | 4.62% | 154 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 258,681 | 29,259 | 0.04% | 0.04% | 155 | +9,248 | 3.71% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Reduced | 257,450 | 29,120 | 0.47% | 1.06% | 156 | -273,458 | -51.51% | Q1 2026 | Apr 27, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 255,627 | 28,913 | 1.1% | 1.19% | 157 | -5,664 | -2.17% | Q1 2026 | Apr 16, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 234,286 | 28,878 | 2.63% | 2.72% | 158 | +19,178 | 8.92% | Q1 2026 | Apr 09, 2026 |
| Quantinno Capital Management LP | History | Added to | 251,360 | 28,431 | 0.05% | 0.06% | 159 | +21,680 | 9.44% | Q1 2026 | May 15, 2026 |
| KWMG, LLC | History | Added to | 250,792 | 28,367 | 2.37% | 2.59% | 160 | +6,725 | 2.76% | Q1 2026 | Apr 09, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 249,970 | 28,274 | 0.23% | 0.28% | 161 | +59,109 | 30.97% | Q1 2026 | May 15, 2026 |
| Detalus Advisors, LLC | History | Added to | 248,875 | 28,150 | 6.43% | 7.1% | 162 | +12,542 | 5.31% | Q1 2026 | Apr 22, 2026 |
| Vise Technologies, Inc. | History | No change | 226,958 | 27,974 | 0.55% | 0.55% | 163 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 247,312 | 27,973 | 3.93% | 5.86% | 164 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 245,561 | 27,775 | 19.19% | 22.45% | 165 | +5,147 | 2.14% | Q1 2026 | Apr 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 240,383 | 27,189 | 0.2% | 0.23% | 166 | +3,664 | 1.55% | Q1 2026 | Apr 15, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 239,108 | 27,045 | 2.93% | 3.27% | 167 | -3,422 | -1.41% | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 235,361 | 26,621 | 0.97% | 1.23% | 168 | +18,491 | 8.53% | Q1 2026 | May 19, 2026 |
| Stokes Family Office, LLC | History | Reduced | 233,437 | 26,404 | 2.72% | 2.9% | 169 | -23,788 | -9.25% | Q1 2026 | May 11, 2026 |
| Avior Wealth Management, LLC | History | Added to | 230,828 | 26,108 | 0.74% | 0.85% | 170 | +9,190 | 4.15% | Q1 2026 | Apr 09, 2026 |
| Csenge Advisory Group | History | Reduced | 230,137 | 26,030 | 1.19% | 1.31% | 171 | -4,397 | -1.87% | Q1 2026 | Apr 30, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 227,585 | 25,742 | 6.73% | 7.47% | 172 | -2,683 | -1.17% | Q1 2026 | May 01, 2026 |
| hemming& Wealth Management, Inc. | History | Added to | 226,585 | 25,628 | 17.89% | 15.49% | 173 | +43,008 | 23.43% | Q1 2026 | Apr 24, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 226,391 | 25,607 | 0.0% | 0.0% | 174 | -11,288 | -4.75% | Q1 2026 | May 15, 2026 |
| One Wealth Advisors, LLC | History | Added to | 226,392 | 25,607 | 3.19% | 3.26% | 175 | +9,732 | 4.49% | Q1 2026 | Apr 21, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 198,711 | 25,603 | 0.46% | 0.73% | 176 | +73,584 | 58.81% | Q1 2026 | May 01, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 225,632 | 25,521 | 0.41% | 0.59% | 177 | -50,330 | -18.24% | Q1 2026 | Apr 22, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 225,227 | 25,475 | 0.53% | 0.6% | 178 | -4,038 | -1.76% | Q1 2026 | Apr 27, 2026 |
| PAX Financial Group, LLC | History | Added to | 224,526 | 25,396 | 4.33% | 4.4% | 179 | +17,698 | 8.56% | Q1 2026 | Apr 27, 2026 |
| Saiph Capital, LLC | History | Added to | 222,836 | 25,204 | 9.54% | 9.73% | 180 | +3,189 | 1.45% | Q1 2026 | May 12, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 221,923 | 25,101 | 3.51% | 4.12% | 181 | -29,437 | -11.71% | Q1 2026 | Apr 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 220,703 | 24,963 | 0.05% | 0.05% | 182 | -956 | -0.43% | Q1 2026 | May 14, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 217,868 | 24,643 | 2.43% | 2.8% | 183 | -13,932 | -6.01% | Q1 2026 | May 14, 2026 |
| SWMG, LLC | History | Added to | 215,931 | 24,423 | 6.97% | 6.7% | 184 | +16,913 | 8.5% | Q1 2026 | Apr 24, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 212,300 | 24,013 | 2.65% | 2.94% | 185 | -373 | -0.18% | Q1 2026 | May 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 211,406 | 23,912 | 3.33% | 3.39% | 186 | +13,669 | 6.91% | Q1 2026 | Apr 24, 2026 |
| Spire Wealth Management | History | Added to | 209,739 | 23,723 | 0.81% | 0.85% | 187 | +4,281 | 2.08% | Q1 2026 | Apr 22, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 208,732 | 23,609 | 0.73% | 0.76% | 188 | +5,513 | 2.71% | Q1 2026 | May 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 207,466 | 23,466 | 0.33% | 0.36% | 189 | -8,881 | -4.1% | Q1 2026 | May 01, 2026 |
| Trek Financial, LLC | History | Added to | 206,609 | 23,369 | 1.24% | 1.32% | 190 | +21,940 | 11.88% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 203,024 | 22,964 | 0.17% | 0.49% | 191 | -284,778 | -58.38% | Q1 2026 | May 15, 2026 |
| Keystone Financial Services | History | Added to | 201,678 | 22,811 | 6.69% | 6.89% | 192 | +16,571 | 8.95% | Q1 2026 | May 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 198,523 | 22,454 | 0.53% | 0.59% | 193 | +2,545 | 1.3% | Q1 2026 | May 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 198,289 | 22,428 | 0.18% | 0.19% | 194 | +10,530 | 5.61% | Q1 2026 | May 01, 2026 |
| MCMORGAN & CO LLC | History | Added to | 196,314 | 22,205 | 3.59% | 3.97% | 195 | +2,020 | 1.04% | Q1 2026 | May 05, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 196,133 | 22,184 | 0.91% | 1.01% | 196 | -3,515 | -1.76% | Q1 2026 | Apr 21, 2026 |
| Callan Family Office, LLC | History | Reduced | 194,676 | 22,019 | 0.5% | 0.53% | 197 | -4,003 | -2.01% | Q1 2026 | May 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 178,395 | 21,988 | 1.42% | 1.42% | 198 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Added to | 190,231 | 21,516 | 15.8% | 17.38% | 199 | +1,321 | 0.7% | Q1 2026 | Apr 02, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 167,625 | 21,509 | 1.48% | 1.55% | 200 | -4,895 | -2.84% | Q1 2026 | Apr 29, 2026 |
| Kelly Financial Services LLC | History | Added to | 190,570 | 21,492 | 5.19% | 5.65% | 201 | +7,700 | 4.21% | Q1 2026 | Apr 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 189,884 | 21,477 | 0.24% | 0.26% | 202 | +901 | 0.48% | Q1 2026 | May 05, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 188,161 | 21,282 | 13.08% | 13.37% | 203 | +3,446 | 1.87% | Q1 2026 | Apr 21, 2026 |
| Guidance Point Advisors, LLC | History | Reduced | 187,266 | 21,187 | 5.02% | 5.38% | 204 | -827 | -0.44% | Q1 2026 | May 12, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 187,275 | 21,182 | 0.58% | 0.64% | 205 | +1,189 | 0.64% | Q1 2026 | May 04, 2026 |
| Frontier Asset Management, LLC | History | Added to | 183,804 | 20,790 | 4.36% | 1.79% | 206 | +121,142 | 193.33% | Q1 2026 | May 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 183,538 | 20,760 | 0.24% | 0.13% | 207 | +93,880 | 104.71% | Q1 2026 | May 08, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 183,413 | 20,745 | 1.31% | 1.5% | 208 | +1,549 | 0.85% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 182,278 | 20,617 | 0.02% | 0.02% | 209 | -2,302 | -1.25% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 181,999 | 20,585 | 0.12% | 0.13% | 210 | -7,931 | -4.18% | Q1 2026 | Apr 30, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 180,794 | 20,449 | 7.83% | 8.42% | 211 | +5,142 | 2.93% | Q1 2026 | May 05, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 179,696 | 20,325 | 1.56% | 1.94% | 212 | -27,504 | -13.27% | Q1 2026 | Apr 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 178,572 | 20,198 | 0.01% | 0.01% | 213 | +57,809 | 47.87% | Q1 2026 | May 12, 2026 |
| Scissortail Wealth Management, LLC | History | Reduced | 176,208 | 19,930 | 4.01% | 5.41% | 214 | -16,406 | -8.52% | Q1 2026 | Apr 23, 2026 |
| Elevated Financial Group LLC | History | Added to | 175,041 | 19,798 | 6.44% | 6.95% | 215 | +11,997 | 7.36% | Q1 2026 | May 11, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 174,730 | 19,763 | 0.77% | 0.79% | 216 | +117,425 | 204.91% | Q1 2026 | May 15, 2026 |
| Kilter Group LLC | History | Added to | 173,380 | 19,610 | 8.45% | 8.46% | 217 | +17,933 | 11.54% | Q1 2026 | May 14, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 168,957 | 19,110 | 5.05% | 5.43% | 218 | -2,644 | -1.54% | Q1 2026 | Apr 22, 2026 |
| Regal Investment Advisors LLC | History | Added to | 168,925 | 19,107 | 1.1% | 1.15% | 219 | +13,231 | 8.5% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 168,066 | 19,009 | 0.09% | 0.11% | 220 | +3,874 | 2.36% | Q1 2026 | May 14, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 168,047 | 19,007 | 5.86% | 6.09% | 221 | +4,140 | 2.53% | Q1 2026 | Apr 13, 2026 |
| Savant Capital, LLC | History | Added to | 167,200 | 18,911 | 0.09% | 0.09% | 222 | +38,717 | 30.13% | Q1 2026 | May 04, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 167,012 | 18,890 | 2.24% | 2.34% | 223 | +5,437 | 3.37% | Q1 2026 | Apr 21, 2026 |
| UMB Bank, n.a. | History | Reduced | 166,649 | 18,849 | 0.26% | 0.29% | 224 | -12,034 | -6.73% | Q1 2026 | May 11, 2026 |
| COMMERCE BANK | History | Added to | 164,927 | 18,654 | 0.09% | 0.04% | 225 | +109,344 | 196.72% | Q1 2026 | May 11, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 162,293 | 18,357 | 0.3% | 0.4% | 226 | +4,714 | 2.99% | Q1 2026 | Apr 21, 2026 |
| Legacy Financial Group LLC | History | Added to | 161,845 | 18,306 | 2.3% | 2.24% | 227 | +10,581 | 7.0% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 161,821 | 18,303 | 0.0% | 0.0% | 228 | -43,612 | -21.23% | Q1 2026 | May 15, 2026 |
| Rothschild Wealth LLC | History | Added to | 159,011 | 17,985 | 1.63% | 1.73% | 229 | +13,320 | 9.14% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 158,894 | 17,972 | 0.24% | 0.27% | 230 | +6,767 | 4.45% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 158,675 | 17,947 | 0.08% | 0.09% | 231 | -11,097 | -6.54% | Q1 2026 | May 15, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 156,870 | 17,743 | 6.11% | 6.48% | 232 | -775 | -0.49% | Q1 2026 | May 04, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 156,640 | 17,718 | 2.01% | 2.17% | 233 | +698 | 0.45% | Q1 2026 | Apr 16, 2026 |
| DT Investment Partners, LLC | History | Added to | 156,051 | 17,650 | 1.47% | 1.59% | 234 | +128 | 0.08% | Q1 2026 | May 14, 2026 |
| WealthShield Partners, LLC | History | Added to | 154,912 | 17,522 | 1.95% | 2.0% | 235 | +7,701 | 5.23% | Q1 2026 | May 01, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 154,027 | 17,421 | 0.77% | 0.86% | 236 | -1,903 | -1.22% | Q1 2026 | Apr 09, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 153,383 | 17,349 | 1.12% | 1.1% | 237 | +16,871 | 12.36% | Q1 2026 | Apr 15, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 153,274 | 17,336 | 2.55% | 3.39% | 238 | +3,397 | 2.27% | Q1 2026 | Apr 27, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 153,137 | 17,321 | 0.77% | 0.85% | 239 | -364 | -0.24% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Added to | 151,882 | 17,179 | 0.04% | 0.04% | 240 | +11,232 | 7.99% | Q1 2026 | May 06, 2026 |
| Sovran Advisors, LLC | History | Added to | 132,318 | 17,177 | 1.35% | 1.29% | 241 | +9,526 | 7.76% | Q1 2026 | May 01, 2026 |
| Trust Point Inc. | History | No change | 151,750 | 17,164 | 1.49% | 1.48% | 242 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 148,706 | 16,820 | 4.99% | 5.42% | 243 | +2,844 | 1.95% | Q1 2026 | May 06, 2026 |
| Blue Trust, Inc. | History | Added to | 148,261 | 16,769 | 0.19% | 0.2% | 244 | +3,852 | 2.67% | Q1 2026 | Apr 20, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 147,733 | 16,710 | 6.91% | 7.28% | 245 | +4,365 | 3.04% | Q1 2026 | Apr 08, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 147,235 | 16,653 | 0.6% | 0.71% | 246 | -17,398 | -10.57% | Q1 2026 | Apr 14, 2026 |
| Scarborough Advisors, LLC | History | New | 146,566 | 16,578 | 1.81% | — | 247 | +146,566 | New | Q1 2026 | May 07, 2026 |
| Ironwood Financial, llc | History | Reduced | 146,091 | 16,524 | 2.89% | 3.15% | 248 | -2,383 | -1.6% | Q1 2026 | Apr 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 145,183 | 16,421 | 0.05% | 0.05% | 249 | -4,055 | -2.72% | Q1 2026 | May 08, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 144,091 | 16,298 | 2.3% | 2.41% | 250 | +2,629 | 1.86% | Q1 2026 | Apr 15, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 143,743 | 16,258 | 1.66% | 1.84% | 251 | -3,326 | -2.26% | Q1 2026 | May 04, 2026 |
| Royal Fund Management, LLC | History | Added to | 143,445 | 16,229 | 1.54% | 1.6% | 252 | +460 | 0.32% | Q1 2026 | May 19, 2026 |
| Lansing Street Advisors | History | Added to | 143,216 | 16,199 | 4.08% | 4.49% | 253 | +524 | 0.37% | Q1 2026 | Apr 28, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 141,683 | 16,025 | 1.55% | 0.32% | 254 | +114,298 | 417.37% | Q1 2026 | May 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 141,475 | 16,002 | 0.9% | 0.96% | 255 | +2,773 | 2.0% | Q1 2026 | Apr 20, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 139,918 | 15,826 | 0.42% | 0.49% | 256 | -15,460 | -9.95% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 139,521 | 15,781 | 0.34% | 0.36% | 257 | +3,104 | 2.28% | Q1 2026 | May 01, 2026 |
| Carbahal Olsen Financial Services Group, LLC | History | Reduced | 137,939 | 15,602 | 12.47% | 13.28% | 258 | -2,428 | -1.73% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 136,302 | 15,417 | 0.0% | 0.0% | 259 | +102,796 | 306.8% | Q1 2026 | May 13, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 135,861 | 15,367 | 1.76% | 2.22% | 260 | -20,358 | -13.03% | Q1 2026 | May 14, 2026 |
| Argent Trust Co | History | Added to | 133,149 | 15,060 | 0.51% | 0.55% | 261 | +2,926 | 2.25% | Q1 2026 | May 13, 2026 |
| Planned Solutions, Inc. | History | Added to | 131,489 | 14,872 | 4.87% | 5.05% | 262 | +3,701 | 2.9% | Q1 2026 | Apr 09, 2026 |
| Carl P. Sherr & Co., LLC | History | Added to | 130,496 | 14,760 | 6.94% | 7.21% | 263 | +18 | 0.01% | Q1 2026 | May 07, 2026 |
| Independent Advisor Alliance | History | Added to | 130,003 | 14,704 | 0.16% | 0.02% | 264 | +123,409 | 1871.53% | Q1 2026 | May 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 128,326 | 14,514 | 0.1% | 0.11% | 265 | -365 | -0.28% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Added to | 128,203 | 14,501 | 0.44% | 0.41% | 266 | +15,340 | 13.59% | Q1 2026 | Apr 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 117,222 | 14,448 | 0.0% | 0.0% | 267 | -7,761 | -6.21% | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 126,627 | 14,353 | 0.53% | 2.1% | 268 | +20,557 | 19.38% | Q1 2026 | May 14, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 126,503 | 14,308 | 1.74% | 1.78% | 269 | +7,004 | 5.86% | Q1 2026 | Apr 23, 2026 |
| FineMark National Bank & Trust | History | No change | 115,463 | 14,231 | 0.44% | 0.44% | 270 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| American Wealth Advisors, LLC | History | Reduced | 123,717 | 13,993 | 14.58% | 15.37% | 271 | -3,256 | -2.56% | Q1 2026 | Apr 29, 2026 |
| Invst, LLC | History | Reduced | 123,530 | 13,972 | 1.58% | 1.68% | 272 | -1,851 | -1.48% | Q1 2026 | May 13, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 105,361 | 13,608 | 0.24% | 0.22% | 273 | +5,042 | 5.03% | Q1 2026 | May 15, 2026 |
| Perkins Coie Trust Co | History | Reduced | 120,172 | 13,592 | 2.61% | 2.81% | 274 | -2,384 | -1.95% | Q1 2026 | Apr 15, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 120,084 | 13,582 | 2.76% | 2.77% | 275 | +2,561 | 2.18% | Q1 2026 | Apr 16, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 119,411 | 13,506 | 0.79% | 0.9% | 276 | +1,164 | 0.98% | Q1 2026 | Apr 23, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 119,028 | 13,463 | 0.86% | 0.93% | 277 | +3,206 | 2.77% | Q1 2026 | Apr 16, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 118,906 | 13,449 | 0.76% | 0.84% | 278 | +61,614 | 107.54% | Q1 2026 | Apr 22, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 118,508 | 13,404 | 3.48% | 3.63% | 279 | +5,930 | 5.27% | Q1 2026 | Apr 14, 2026 |
| Signature Wealth Management Partners, LLC | History | Added to | 118,305 | 13,381 | 6.71% | 6.82% | 280 | +6,351 | 5.67% | Q1 2026 | Apr 21, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 118,008 | 13,347 | 0.81% | 0.97% | 281 | -9,384 | -7.37% | Q1 2026 | May 14, 2026 |
| W ADVISORS, LLC | History | Reduced | 117,897 | 13,335 | 6.84% | 7.37% | 282 | -930 | -0.78% | Q1 2026 | Apr 29, 2026 |
| Midwest Financial Group LLC | History | Added to | 117,595 | 13,301 | 5.67% | 6.19% | 283 | +3,837 | 3.37% | Q1 2026 | Apr 22, 2026 |
| Composition Wealth, LLC | History | Added to | 117,270 | 13,264 | 0.18% | 0.2% | 284 | +1,684 | 1.46% | Q1 2026 | Apr 08, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 116,736 | 13,204 | 0.17% | 0.19% | 285 | -3,052 | -2.55% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 115,290 | 13,040 | 0.36% | 0.39% | 286 | -100 | -0.09% | Q1 2026 | Apr 23, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 114,881 | 12,994 | 0.36% | 0.36% | 287 | +10,292 | 9.84% | Q1 2026 | May 12, 2026 |
| Ancora Advisors LLC | History | Added to | 113,698 | 12,860 | 0.27% | 0.26% | 288 | +9,527 | 9.15% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 113,394 | 12,826 | 0.02% | 0.02% | 289 | -10,540 | -8.5% | Q1 2026 | May 15, 2026 |
| Keebeck Wealth Management | History | Reduced | 113,101 | 12,792 | 1.44% | 1.63% | 290 | -1,607 | -1.4% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 112,723 | 12,750 | 0.43% | 0.61% | 291 | -28,928 | -20.42% | Q1 2026 | Apr 07, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 112,722 | 12,749 | 2.9% | 3.14% | 292 | -486 | -0.43% | Q1 2026 | Apr 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 111,443 | 12,605 | 0.06% | 0.07% | 293 | +10,645 | 10.56% | Q1 2026 | May 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 92,783 | 12,599 | 0.34% | 0.4% | 294 | +15,811 | 20.54% | Q1 2026 | May 14, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 111,071 | 12,563 | 4.09% | 4.25% | 295 | -937 | -0.84% | Q1 2026 | May 07, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 110,975 | 12,552 | 0.23% | 0.23% | 296 | +8,128 | 7.9% | Q1 2026 | Apr 10, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 110,300 | 12,476 | 0.29% | 0.16% | 297 | +56,890 | 106.52% | Q1 2026 | May 15, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 108,356 | 12,256 | 0.88% | 0.92% | 298 | +93 | 0.09% | Q1 2026 | Apr 10, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 107,309 | 12,137 | 0.1% | 0.11% | 299 | +143 | 0.13% | Q1 2026 | May 01, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 106,404 | 12,035 | 0.4% | 0.43% | 300 | -420 | -0.39% | Q1 2026 | May 14, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 105,824 | 11,969 | 1.07% | 1.02% | 301 | +34,619 | 48.62% | Q1 2026 | May 12, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 104,868 | 11,861 | 1.04% | 1.0% | 302 | +11,791 | 12.67% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 104,606 | 11,833 | 0.09% | 0.1% | 303 | -2,497 | -2.33% | Q1 2026 | May 14, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | Reduced | 104,126 | 11,777 | 6.38% | 6.9% | 304 | -615 | -0.59% | Q1 2026 | May 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 103,734 | 11,733 | 0.27% | 0.25% | 305 | +62,389 | 150.9% | Q1 2026 | Apr 27, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 103,694 | 11,728 | 0.14% | 0.16% | 306 | +10,983 | 11.85% | Q1 2026 | Apr 23, 2026 |
| First Financial Bank - Trust Division | History | Added to | 102,690 | 11,615 | 0.94% | 1.0% | 307 | +4,380 | 4.46% | Q1 2026 | Apr 01, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 101,367 | 11,465 | 1.77% | 1.91% | 308 | +6,916 | 7.32% | Q1 2026 | May 06, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 104,975 | 11,411 | 0.67% | 0.74% | 309 | -6,838 | -6.12% | Q1 2026 | May 14, 2026 |
| Archer Investment Management, LLC | History | Added to | 100,635 | 11,382 | 4.79% | 2.05% | 310 | +69,738 | 225.71% | Q1 2026 | Apr 08, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 99,242 | 11,225 | 0.23% | 0.2% | 311 | +17,646 | 21.63% | Q1 2026 | Apr 15, 2026 |
| Financial Perspectives, Inc | History | Added to | 98,946 | 11,191 | 3.12% | 3.28% | 312 | +244 | 0.25% | Q1 2026 | May 11, 2026 |
| Horizon Family Wealth, Inc. | History | Reduced | 98,028 | 11,087 | 5.86% | 6.5% | 313 | -988 | -1.0% | Q1 2026 | May 08, 2026 |
| May Hill Capital, LLC | History | Added to | 97,619 | 11,041 | 2.77% | 2.78% | 314 | +13,946 | 16.67% | Q1 2026 | May 06, 2026 |
| Financial Advisors Network, Inc. | History | Reduced | 97,159 | 10,989 | 1.52% | 1.75% | 315 | -6,665 | -6.42% | Q1 2026 | May 14, 2026 |
| Avid Wealth Partners LLC | History | Added to | 96,586 | 10,924 | 5.16% | 5.43% | 316 | +6,452 | 7.16% | Q1 2026 | Apr 30, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 95,459 | 10,797 | 0.2% | 0.23% | 317 | +61 | 0.06% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 87,141 | 10,741 | 0.02% | 0.02% | 318 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| North Berkeley Wealth Management, LLC | History | Added to | 93,780 | 10,607 | 5.61% | 6.38% | 319 | +5,961 | 6.79% | Q1 2026 | May 15, 2026 |
| Arch Global Advisors, LLC | History | New | 93,456 | 10,570 | 5.52% | — | 320 | +93,456 | New | Q1 2026 | Apr 15, 2026 |
| BKM Wealth Management, LLC | History | Added to | 93,092 | 10,529 | 3.84% | 4.12% | 321 | +1,572 | 1.72% | Q1 2026 | Apr 22, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 92,942 | 10,512 | 5.98% | — | 322 | +92,942 | New | Q1 2026 | May 11, 2026 |
| Howard Capital Management Inc. | History | Reduced | 92,901 | 10,508 | 0.17% | 0.15% | 323 | -2,378 | -2.5% | Q1 2026 | May 05, 2026 |
| TSA Wealth Managment LLC | History | Added to | 92,695 | 10,484 | 3.39% | 3.72% | 324 | +1,533 | 1.68% | Q1 2026 | May 01, 2026 |
| Apella Capital, LLC | History | Reduced | 81,311 | 10,433 | 0.15% | 0.26% | 325 | -23,909 | -22.72% | Q1 2026 | Apr 20, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 91,854 | 10,389 | 0.13% | 0.15% | 326 | +273 | 0.3% | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 91,318 | 10,329 | 0.24% | 0.28% | 327 | -2,428 | -2.59% | Q1 2026 | May 04, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 91,083 | 10,302 | 2.59% | 2.76% | 328 | +13,714 | 17.73% | Q1 2026 | May 08, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 90,806 | 10,271 | 5.53% | 7.05% | 329 | -12,172 | -11.82% | Q1 2026 | May 14, 2026 |
| Lee-Kelleher Wealth Management | History | Added to | 90,801 | 10,270 | 6.11% | 6.39% | 330 | +3,965 | 4.57% | Q1 2026 | Apr 14, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 90,740 | 10,263 | 0.79% | 1.1% | 331 | -19,018 | -17.33% | Q1 2026 | Apr 22, 2026 |
| TSG Advice Partners, LLC | History | Reduced | 90,641 | 10,252 | 1.54% | 6.59% | 332 | -259,677 | -74.13% | Q1 2026 | Apr 24, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 90,387 | 10,223 | 8.77% | 9.77% | 333 | -1,044 | -1.14% | Q1 2026 | May 11, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 74,868 | 10,199 | 3.83% | 3.2% | 334 | +7,151 | 10.56% | Q1 2026 | May 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 89,544 | 10,128 | 0.04% | — | 335 | +89,544 | New | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 89,328 | 10,103 | 0.11% | 0.12% | 336 | +14,540 | 19.44% | Q1 2026 | May 15, 2026 |
| Investment Advisory Group, LLC | History | Added to | 89,253 | 10,095 | 2.57% | 2.72% | 337 | +3,330 | 3.88% | Q1 2026 | Apr 22, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 88,922 | 10,057 | 0.38% | 0.4% | 338 | -10,523 | -10.58% | Q1 2026 | Apr 21, 2026 |
| Embree Financial Group | History | Added to | 88,811 | 10,045 | 1.18% | 0.93% | 339 | +27,112 | 43.94% | Q1 2026 | Apr 23, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 88,666 | 10,028 | 6.85% | 7.34% | 340 | -287 | -0.32% | Q1 2026 | May 04, 2026 |
| EPG Wealth Management LLC | History | Added to | 87,925 | 9,945 | 2.7% | 2.84% | 341 | +2,176 | 2.54% | Q1 2026 | May 07, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 87,577 | 9,905 | 0.26% | 0.28% | 342 | -687 | -0.78% | Q1 2026 | May 01, 2026 |
| Net Worth Advisory Group | History | Reduced | 87,400 | 9,885 | 2.05% | 2.19% | 343 | -625 | -0.71% | Q1 2026 | May 05, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 87,339 | 9,878 | 0.29% | 0.3% | 344 | +4,489 | 5.42% | Q1 2026 | Apr 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 86,772 | 9,814 | 0.16% | 0.2% | 345 | -10,801 | -11.07% | Q1 2026 | Apr 21, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | No change | 85,699 | 9,693 | 1.83% | 2.04% | 346 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 85,326 | 9,651 | 0.72% | 0.84% | 347 | -1,187 | -1.37% | Q1 2026 | May 15, 2026 |
| PEOPLES BANK /OH | History | Reduced | 85,215 | 9,638 | 5.92% | 6.67% | 348 | -2,067 | -2.37% | Q1 2026 | Apr 24, 2026 |
| True Vision MN LLC | History | Added to | 84,840 | 9,596 | 4.95% | 4.69% | 349 | +9,974 | 13.32% | Q1 2026 | Apr 16, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Added to | 70,906 | 9,507 | 5.56% | 5.48% | 350 | +5,540 | 8.48% | Q1 2026 | May 11, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 83,805 | 9,479 | 2.01% | 1.3% | 351 | +41,489 | 98.05% | Q1 2026 | May 12, 2026 |
| Polaris Investment Advisors, LLC | History | Added to | 82,910 | 9,377 | 6.84% | 6.98% | 352 | +4,596 | 5.87% | Q1 2026 | Apr 21, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 82,886 | 9,375 | 2.95% | 3.11% | 353 | +4,183 | 5.31% | Q1 2026 | May 08, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 82,186 | 9,296 | 0.29% | 0.31% | 354 | +1,704 | 2.12% | Q1 2026 | Apr 27, 2026 |
| CIBC Bancorp USA Inc. | History | New | 81,811 | 9,253 | 0.01% | — | 355 | +81,811 | New | Q1 2026 | May 12, 2026 |
| Tilson Financial Group, Inc. | History | Reduced | 81,397 | 9,206 | 2.76% | 3.1% | 356 | -376 | -0.46% | Q1 2026 | Apr 29, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 81,105 | 9,173 | 0.06% | 0.06% | 357 | -7 | -0.01% | Q1 2026 | May 05, 2026 |
| Polianta Ltd | History | New | 80,900 | 9,150 | 1.21% | — | 358 | +80,900 | New | Q1 2026 | Apr 16, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 80,504 | 9,105 | 2.61% | 2.56% | 359 | +7,997 | 11.03% | Q1 2026 | May 14, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 80,275 | 9,079 | 1.32% | 1.4% | 360 | -200 | -0.25% | Q1 2026 | Apr 21, 2026 |
| Hobbs Wealth Management, LLC | History | Reduced | 79,408 | 8,981 | 8.89% | 9.6% | 361 | -560 | -0.7% | Q1 2026 | Apr 28, 2026 |
| MidFirst Bank | History | Reduced | 79,375 | 8,978 | 0.74% | 0.79% | 362 | -1,107 | -1.38% | Q1 2026 | May 15, 2026 |
| CROBAN | History | Added to | 79,302 | 8,969 | 4.22% | 4.22% | 363 | +8,318 | 11.72% | Q1 2026 | May 12, 2026 |
| Daviman Financial, LLC | History | Added to | 78,787 | 8,911 | 5.27% | 5.54% | 364 | +2,133 | 2.78% | Q1 2026 | Apr 23, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Added to | 78,442 | 8,872 | 7.35% | 7.82% | 366 | +4,094 | 5.51% | Q1 2026 | Apr 29, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 78,441 | 8,872 | 0.19% | 0.22% | 365 | -1,246 | -1.56% | Q1 2026 | May 14, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 77,313 | 8,744 | 0.36% | 0.35% | 367 | +137 | 0.18% | Q1 2026 | May 14, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 77,078 | 8,718 | 0.73% | 0.74% | 368 | -482 | -0.62% | Q1 2026 | May 07, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 76,938 | 8,702 | 0.34% | 0.41% | 369 | -11,887 | -13.38% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 76,591 | 8,663 | 0.0% | 0.0% | 370 | -934 | -1.2% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | Added to | 76,553 | 8,658 | 0.11% | 0.04% | 371 | +53,109 | 226.54% | Q1 2026 | May 15, 2026 |
| UNITED BANK | History | Reduced | 76,206 | 8,619 | 1.1% | 1.91% | 372 | -41,223 | -35.1% | Q1 2026 | May 11, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 66,676 | 8,612 | 3.76% | 3.39% | 373 | +2,091 | 3.24% | Q1 2026 | May 04, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 75,875 | 8,582 | 0.82% | 1.37% | 374 | -35,329 | -31.77% | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | Added to | 75,710 | 8,563 | 0.45% | 0.38% | 375 | +6,826 | 9.91% | Q1 2026 | Apr 28, 2026 |
| Cosner Financial Group, LLC | History | Added to | 75,582 | 8,549 | 4.7% | 4.75% | 376 | +8 | 0.01% | Q1 2026 | May 01, 2026 |
| Maia Wealth LLC | History | Reduced | 75,101 | 8,494 | 1.44% | 1.61% | 377 | -4,081 | -5.15% | Q1 2026 | May 08, 2026 |
| PKS Advisory Services, LLC | History | Added to | 74,436 | 8,422 | 1.96% | 2.01% | 378 | +3,042 | 4.26% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 74,028 | 8,373 | 0.15% | 0.21% | 379 | -17,152 | -18.81% | Q1 2026 | May 07, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 73,214 | 8,281 | 0.52% | 0.56% | 380 | +4,342 | 6.3% | Q1 2026 | Apr 27, 2026 |
| StoneX Group Inc. | History | Reduced | 73,070 | 8,265 | 0.44% | 1.02% | 381 | -116,825 | -61.52% | Q1 2026 | May 14, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 72,481 | 8,198 | 1.42% | 1.59% | 382 | -1,469 | -1.99% | Q1 2026 | May 12, 2026 |
| Transcendent Capital Group LLC | History | Added to | 72,391 | 8,188 | 3.73% | 3.22% | 383 | +14,672 | 25.42% | Q1 2026 | Apr 27, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 71,882 | 8,130 | 0.64% | 0.75% | 384 | -8,864 | -10.98% | Q1 2026 | Apr 17, 2026 |
| NorthRock Partners, LLC | History | Added to | 71,554 | 8,093 | 0.13% | 0.13% | 385 | +7,400 | 11.53% | Q1 2026 | May 15, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 71,338 | 8,069 | 2.98% | 3.09% | 386 | +1,935 | 2.79% | Q1 2026 | Apr 30, 2026 |
| Simplicity Wealth,LLC | History | Added to | 71,221 | 8,055 | 0.46% | 0.49% | 387 | +5,145 | 7.79% | Q1 2026 | Apr 30, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 70,594 | 7,984 | 0.12% | 0.14% | 388 | +6,033 | 9.34% | Q1 2026 | May 04, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Added to | 70,284 | 7,949 | 6.11% | 6.35% | 389 | +4,872 | 7.45% | Q1 2026 | Apr 28, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 69,972 | 7,914 | 3.92% | 4.31% | 390 | +2,053 | 3.02% | Q1 2026 | Apr 16, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 64,836 | 7,786 | 1.19% | 1.34% | 391 | -3,764 | -5.49% | Q1 2026 | Apr 16, 2026 |
| M1 Capital Management LLC | History | Reduced | 68,643 | 7,764 | 3.58% | 7.31% | 392 | -73,452 | -51.69% | Q1 2026 | May 08, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 68,139 | 7,707 | 2.05% | 2.03% | 393 | +5,971 | 9.6% | Q1 2026 | Apr 16, 2026 |
| Next Capital Management LLC | History | Added to | 67,879 | 7,677 | 2.33% | 2.58% | 394 | +2,512 | 3.84% | Q1 2026 | May 07, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | Added to | 67,868 | 7,676 | 5.55% | 6.14% | 395 | +1,867 | 2.83% | Q1 2026 | May 08, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 67,756 | 7,663 | 2.85% | 3.25% | 396 | -2,074 | -2.97% | Q1 2026 | Apr 23, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 67,590 | 7,645 | 0.57% | 0.65% | 398 | -6,444 | -8.7% | Q1 2026 | Apr 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 62,029 | 7,645 | 0.04% | 0.04% | 397 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 70,185 | 7,629 | 0.48% | 0.42% | 399 | -3,755 | -5.08% | Q1 2026 | Apr 24, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 67,419 | 7,625 | 0.21% | 0.21% | 400 | +1,534 | 2.33% | Q1 2026 | Apr 28, 2026 |
| Avestar Capital, LLC | History | Reduced | 67,388 | 7,622 | 0.49% | 0.54% | 401 | -459 | -0.68% | Q1 2026 | May 13, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 67,254 | 7,607 | 0.24% | 0.29% | 402 | -4,421 | -6.17% | Q1 2026 | May 04, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 66,991 | 7,577 | 7.53% | 8.13% | 403 | +1,015 | 1.54% | Q1 2026 | Apr 14, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 57,269 | 7,527 | 1.0% | 0.8% | 404 | +16,198 | 39.44% | Q1 2026 | May 06, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 66,513 | 7,523 | 0.12% | 0.13% | 405 | -385 | -0.58% | Q1 2026 | Apr 27, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 66,505 | 7,522 | 0.3% | 0.28% | 406 | +5,189 | 8.46% | Q1 2026 | May 04, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 66,443 | 7,515 | 0.58% | 0.63% | 407 | -1,016 | -1.51% | Q1 2026 | Apr 24, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Added to | 66,303 | 7,499 | 7.04% | 6.82% | 408 | +3,271 | 5.19% | Q1 2026 | May 08, 2026 |
| AlTi Global, Inc. | History | Added to | 65,577 | 7,417 | 0.16% | 0.17% | 409 | +635 | 0.98% | Q1 2026 | May 07, 2026 |
| Lantz Financial LLC | History | Added to | 65,117 | 7,365 | 1.52% | 1.57% | 410 | +4,843 | 8.03% | Q1 2026 | Apr 09, 2026 |
| Asset One Wealth Management LLC | History | Added to | 57,802 | 7,331 | 0.81% | 0.91% | 411 | +4,255 | 7.95% | Q1 2026 | May 12, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 64,686 | 7,316 | 0.75% | 0.81% | 412 | +3,362 | 5.48% | Q1 2026 | May 06, 2026 |
| Mosley Wealth Management | History | Added to | 60,118 | 7,257 | 3.29% | 3.33% | 413 | +418 | 0.7% | Q1 2026 | Apr 27, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 63,111 | 7,138 | 2.62% | 2.82% | 414 | +1,904 | 3.11% | Q1 2026 | Apr 09, 2026 |
| A4 Wealth Advisors LLC | History | Added to | 62,523 | 7,071 | 5.78% | 4.99% | 415 | +15,732 | 33.62% | Q1 2026 | May 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 62,328 | 7,053 | 0.11% | 0.12% | 416 | +2,797 | 4.7% | Q1 2026 | Apr 14, 2026 |
| Sterling Group Wealth Management, LLC | History | Added to | 62,086 | 7,022 | 3.32% | 3.7% | 417 | +73 | 0.12% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 62,059 | 7,019 | 0.0% | 0.0% | 418 | -8,941 | -12.59% | Q1 2026 | May 12, 2026 |
| CONNING INC. | History | Reduced | 61,779 | 6,987 | 0.23% | 0.33% | 419 | -18,321 | -22.87% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 61,502 | 6,954 | 0.07% | 0.09% | 420 | +2,474 | 4.19% | Q1 2026 | May 13, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 61,341 | 6,938 | 1.34% | 1.22% | 421 | -4,755 | -7.19% | Q1 2026 | Apr 29, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 61,140 | 6,915 | 0.1% | 0.12% | 422 | +3,863 | 6.74% | Q1 2026 | May 11, 2026 |
| Summit Financial Consulting LLC | History | Added to | 60,999 | 6,899 | 4.94% | 5.44% | 423 | +248 | 0.41% | Q1 2026 | Apr 10, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 60,851 | 6,882 | 1.94% | 2.46% | 424 | -1,738 | -2.78% | Q1 2026 | May 13, 2026 |
| Heritage Wealth Advisors | History | Added to | 60,688 | 6,864 | 0.27% | 0.28% | 425 | +222 | 0.37% | Q1 2026 | May 13, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 60,442 | 6,836 | 0.49% | 0.54% | 426 | -797 | -1.3% | Q1 2026 | May 15, 2026 |
| Arvest Bank Trust Division | History | Reduced | 59,991 | 6,785 | 0.37% | 0.78% | 427 | -57,234 | -48.82% | Q1 2026 | May 13, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 59,939 | 6,779 | 1.43% | 1.43% | 428 | +4,848 | 8.8% | Q1 2026 | May 05, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 54,107 | 6,756 | 6.27% | 6.27% | 429 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 59,697 | 6,752 | 3.08% | 3.9% | 430 | -7,074 | -10.59% | Q1 2026 | Apr 20, 2026 |
| Coastline Complete Wealth LLC | History | Reduced | 59,574 | 6,738 | 4.18% | 13.08% | 431 | -108,939 | -64.65% | Q1 2026 | May 22, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 51,337 | 6,692 | 0.09% | 0.07% | 432 | +7,079 | 15.99% | Q1 2026 | May 06, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 58,882 | 6,660 | 2.72% | 2.84% | 433 | +2,472 | 4.38% | Q1 2026 | May 06, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 58,681 | 6,637 | 0.32% | 0.32% | 434 | +2,644 | 4.72% | Q1 2026 | Apr 09, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 58,348 | 6,599 | 1.34% | 1.43% | 435 | -447 | -0.76% | Q1 2026 | Apr 15, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 58,188 | 6,581 | 2.01% | 2.19% | 436 | +1,621 | 2.87% | Q1 2026 | Apr 28, 2026 |
| Compton Wealth Advisory Group, LLC | History | Added to | 57,025 | 6,535 | 1.46% | 1.53% | 437 | +80 | 0.14% | Q1 2026 | Apr 14, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 57,274 | 6,478 | 0.47% | 0.52% | 438 | +52,628 | 1132.76% | Q1 2026 | May 21, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 57,190 | 6,468 | 0.44% | 0.52% | 439 | -3,460 | -5.7% | Q1 2026 | Apr 20, 2026 |
| Dorsey Wright & Associates | History | Added to | 57,039 | 6,451 | 0.8% | 0.67% | 440 | +31,764 | 125.67% | Q1 2026 | May 06, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 57,040 | 6,451 | 0.24% | 0.27% | 441 | -4,456 | -7.25% | Q1 2026 | Apr 28, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 56,905 | 6,432 | 0.81% | — | 442 | +56,905 | New | Q1 2026 | May 18, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 51,940 | 6,402 | 1.86% | 1.86% | 443 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Gotham Asset Management, LLC | History | Added to | 56,416 | 6,381 | 0.02% | 0.02% | 444 | +1,172 | 2.12% | Q1 2026 | May 15, 2026 |
| AtlasMark Financial, Inc | History | No change | 51,474 | 6,344 | 4.1% | 4.1% | 445 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Narwhal Capital Management | History | No change | 56,000 | 6,334 | 0.47% | 0.5% | 446 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 55,960 | 6,329 | 1.17% | — | 447 | +55,960 | New | Q1 2026 | Apr 15, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 55,941 | 6,327 | 0.1% | 0.13% | 448 | -18,464 | -24.82% | Q1 2026 | Apr 08, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 55,828 | 6,314 | 0.43% | 0.48% | 449 | +196 | 0.35% | Q1 2026 | Apr 29, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 55,806 | 6,312 | 0.13% | 0.14% | 450 | -525 | -0.93% | Q1 2026 | May 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 55,738 | 6,304 | 0.43% | 0.44% | 451 | -1,844 | -3.2% | Q1 2026 | May 21, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 55,044 | 6,226 | 0.4% | 0.09% | 452 | +43,224 | 365.69% | Q1 2026 | Apr 27, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 55,002 | 6,221 | 2.21% | 2.32% | 453 | +1,252 | 2.33% | Q1 2026 | May 05, 2026 |
| MATHER GROUP, LLC. | History | Added to | 54,985 | 6,219 | 0.06% | 0.05% | 454 | +15,064 | 37.73% | Q1 2026 | Apr 13, 2026 |
| Evercore Wealth Management, LLC | History | No change | 54,595 | 6,175 | 0.1% | 0.1% | 455 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Centurion Wealth Management LLC | History | Added to | 54,202 | 6,130 | 1.38% | 1.43% | 456 | +1,091 | 2.05% | Q1 2026 | Apr 10, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 54,018 | 6,109 | 3.1% | 3.48% | 457 | +1,197 | 2.27% | Q1 2026 | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 53,700 | 6,074 | 0.06% | 0.06% | 458 | -78 | -0.15% | Q1 2026 | May 14, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 53,483 | 6,049 | 4.59% | 4.82% | 459 | +156 | 0.29% | Q1 2026 | May 08, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 53,321 | 6,031 | 0.7% | 0.82% | 460 | -4,305 | -7.47% | Q1 2026 | May 06, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 53,025 | 5,997 | 0.45% | 1.13% | 461 | -63,729 | -54.58% | Q1 2026 | Apr 27, 2026 |
| FORMULATE FINANCIAL LLC | History | Added to | 52,798 | 5,972 | 7.37% | 7.39% | 462 | +1,665 | 3.26% | Q1 2026 | Apr 29, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 52,699 | 5,960 | 0.67% | 0.66% | 463 | +4,654 | 9.69% | Q1 2026 | May 05, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 52,521 | 5,940 | 0.98% | 1.05% | 464 | +2,579 | 5.16% | Q1 2026 | May 08, 2026 |
| RKL Wealth Management LLC | History | Reduced | 52,198 | 5,904 | 0.53% | 0.55% | 465 | -2,339 | -4.29% | Q1 2026 | Apr 24, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 52,098 | 5,892 | 1.25% | 1.4% | 466 | -1,165 | -2.19% | Q1 2026 | May 08, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 51,825 | 5,861 | 0.34% | 0.38% | 467 | -719 | -1.37% | Q1 2026 | Apr 29, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 51,291 | 5,801 | 0.28% | 0.3% | 468 | +1,178 | 2.35% | Q1 2026 | May 04, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 50,975 | 5,765 | 1.73% | 1.73% | 469 | +3,967 | 8.44% | Q1 2026 | Apr 20, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 50,836 | 5,750 | 0.8% | 0.92% | 470 | -2,041 | -3.86% | Q1 2026 | May 13, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 50,761 | 5,741 | 1.44% | 1.56% | 471 | -1,907 | -3.62% | Q1 2026 | Apr 28, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 50,692 | 5,733 | 1.41% | 2.22% | 472 | -21,903 | -30.17% | Q1 2026 | Apr 22, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 50,586 | 5,721 | 3.02% | 3.59% | 473 | -1,972 | -3.75% | Q1 2026 | Apr 23, 2026 |
| Midwest Trust Co | History | Reduced | 50,567 | 5,719 | 0.07% | 0.08% | 474 | -970 | -1.88% | Q1 2026 | May 01, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 49,984 | 5,653 | 0.36% | 0.39% | 475 | -128 | -0.26% | Q1 2026 | Apr 14, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 49,890 | 5,643 | 0.28% | 0.3% | 476 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 49,504 | 5,599 | 0.15% | 0.16% | 477 | -372 | -0.75% | Q1 2026 | Apr 16, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 49,468 | 5,595 | 0.74% | 0.81% | 478 | +25 | 0.05% | Q1 2026 | Apr 09, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 48,972 | 5,539 | 0.61% | 0.64% | 479 | -424 | -0.86% | Q1 2026 | Apr 28, 2026 |
| PFG Advisors | History | Added to | 48,898 | 5,530 | 0.27% | 0.27% | 480 | +4,013 | 8.94% | Q1 2026 | May 05, 2026 |
| IHT Wealth Management, LLC | History | Added to | 48,853 | 5,525 | 0.13% | 0.13% | 481 | +6,633 | 15.71% | Q1 2026 | May 15, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 48,590 | 5,495 | 2.11% | 2.46% | 482 | -2,964 | -5.75% | Q1 2026 | May 05, 2026 |
| Thomasville National Bank | History | No change | 44,478 | 5,482 | 0.34% | 0.34% | 483 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 48,316 | 5,464 | 0.53% | 0.57% | 484 | -573 | -1.17% | Q1 2026 | May 15, 2026 |
| St. Clair Advisors, LLC | History | Reduced | 48,017 | 5,431 | 1.45% | 1.59% | 485 | -2,033 | -4.06% | Q1 2026 | Apr 23, 2026 |
| Jump Financial, LLC | History | New | 47,412 | 5,362 | 0.07% | — | 487 | +47,412 | New | Q1 2026 | May 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 47,411 | 5,362 | 0.25% | 0.26% | 486 | -870 | -1.8% | Q1 2026 | May 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 47,143 | 5,332 | 0.39% | 0.41% | 488 | -2,193 | -4.45% | Q1 2026 | Apr 20, 2026 |
| Diversified Trust Co | History | Added to | 47,048 | 5,321 | 0.1% | 0.1% | 489 | +2,464 | 5.53% | Q1 2026 | Apr 16, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 46,989 | 5,314 | 3.35% | 3.31% | 490 | +4,557 | 10.74% | Q1 2026 | Apr 07, 2026 |
| Sowell Financial Services LLC | History | Added to | 46,950 | 5,310 | 0.2% | 0.21% | 491 | +170 | 0.36% | Q1 2026 | Apr 20, 2026 |
| Chatterton & Associates Inc. | History | Added to | 44,180 | 5,306 | 3.72% | 3.49% | 492 | +11,089 | 33.51% | Q1 2026 | Apr 20, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 46,625 | 5,273 | 0.05% | 0.06% | 493 | +5,706 | 13.94% | Q1 2026 | May 12, 2026 |
| Kapstone Financial Advisors LLC | History | Added to | 46,579 | 5,268 | 2.58% | 2.78% | 494 | +1,252 | 2.76% | Q1 2026 | Apr 22, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | Reduced | 46,485 | 5,257 | 5.45% | 5.73% | 495 | -11 | -0.02% | Q1 2026 | Apr 09, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 46,354 | 5,243 | 1.08% | 1.22% | 496 | -1,782 | -3.7% | Q1 2026 | Apr 15, 2026 |
| Concorde Asset Management, LLC | History | No change | 41,976 | 5,174 | 2.07% | 2.07% | 497 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 45,482 | 5,144 | 1.56% | 1.49% | 498 | +6,870 | 17.79% | Q1 2026 | Apr 15, 2026 |
| United Bank | History | Reduced | 45,186 | 5,110 | 1.7% | 1.99% | 499 | -2,416 | -5.08% | Q1 2026 | May 01, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 45,110 | 5,102 | 2.97% | 3.31% | 500 | +1,823 | 4.21% | Q1 2026 | Apr 15, 2026 |
| Resolute Wealth Strategies, LLC | History | Reduced | 44,858 | 5,073 | 2.19% | 2.44% | 501 | -230 | -0.51% | Q1 2026 | May 07, 2026 |
| XML Financial, LLC | History | Added to | 44,680 | 5,053 | 0.41% | 0.37% | 502 | +8,246 | 22.63% | Q1 2026 | Apr 16, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 44,172 | 4,996 | 4.15% | 4.61% | 503 | -822 | -1.83% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 44,147 | 4,993 | 0.04% | 0.04% | 504 | -6,763 | -13.28% | Q1 2026 | May 11, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 44,103 | 4,988 | 0.41% | 0.46% | 505 | +329 | 0.75% | Q1 2026 | Apr 13, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 44,019 | 4,978 | 1.75% | 1.88% | 506 | +1,971 | 4.69% | Q1 2026 | Apr 08, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 43,846 | 4,959 | 1.65% | 1.37% | 507 | +13,367 | 43.86% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 45,591 | 4,956 | 0.18% | 0.22% | 508 | -1,144 | -2.45% | Q1 2026 | May 15, 2026 |
| Faithward Advisors, LLC | History | Added to | 43,420 | 4,911 | 0.7% | 0.73% | 509 | +2,755 | 6.77% | Q1 2026 | Apr 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 43,401 | 4,909 | 0.25% | 0.29% | 510 | -678 | -1.54% | Q1 2026 | Apr 15, 2026 |
| TME FINANCIAL, INC. | History | Added to | 43,327 | 4,900 | 3.4% | 2.23% | 511 | +17,604 | 68.44% | Q1 2026 | May 12, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 43,324 | 4,900 | 0.65% | 0.7% | 512 | +4,122 | 10.51% | Q1 2026 | May 11, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 43,241 | 4,890 | 0.07% | 0.07% | 513 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 43,169 | 4,882 | 0.11% | 0.18% | 514 | -22,257 | -34.02% | Q1 2026 | May 15, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 42,868 | 4,848 | 0.77% | 0.93% | 515 | -8,301 | -16.22% | Q1 2026 | May 05, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 42,754 | 4,835 | 0.15% | 0.15% | 516 | +3,828 | 9.83% | Q1 2026 | May 11, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 42,611 | 4,819 | 1.69% | 1.77% | 517 | +374 | 0.89% | Q1 2026 | May 05, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 36,994 | 4,805 | 1.02% | 1.6% | 518 | -20,326 | -35.46% | Q1 2026 | May 01, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 42,400 | 4,795 | 0.01% | 0.03% | 519 | -36,600 | -46.33% | Q1 2026 | May 08, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 42,318 | 4,786 | 0.38% | 0.38% | 520 | +949 | 2.29% | Q1 2026 | Apr 23, 2026 |
| Apeiron RIA LLC | History | Reduced | 42,219 | 4,775 | 1.11% | 1.94% | 521 | -34,619 | -45.05% | Q1 2026 | Apr 27, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 42,144 | 4,766 | 0.07% | 0.07% | 522 | +3,135 | 8.04% | Q1 2026 | May 12, 2026 |
| J. Mark Nickell & Co. | History | Reduced | 42,121 | 4,764 | 4.94% | 5.23% | 523 | -3,807 | -8.29% | Q1 2026 | May 15, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 42,106 | 4,762 | 1.72% | 2.04% | 524 | -7,248 | -14.69% | Q1 2026 | May 12, 2026 |
| Redwood Investment Management, LLC | History | Added to | 42,076 | 4,759 | 0.59% | 0.52% | 525 | +4,859 | 13.06% | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 42,001 | 4,750 | 0.15% | 0.19% | 526 | +207 | 0.5% | Q1 2026 | May 07, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 41,924 | 4,742 | 0.63% | 0.71% | 527 | +120 | 0.29% | Q1 2026 | May 11, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 41,667 | 4,712 | 3.57% | 3.05% | 528 | +11,979 | 40.35% | Q1 2026 | Apr 27, 2026 |
| GeoWealth Management, LLC | History | Reduced | 41,622 | 4,707 | 0.17% | 0.19% | 529 | -475 | -1.13% | Q1 2026 | May 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 41,470 | 4,690 | 0.13% | 0.13% | 530 | +7,645 | 22.6% | Q1 2026 | May 11, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 41,437 | 4,686 | 0.25% | 0.3% | 531 | -2,410 | -5.5% | Q1 2026 | May 06, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 41,201 | 4,660 | 1.58% | 1.78% | 532 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ARWA LLC | History | Added to | 38,780 | 4,657 | 2.31% | 2.33% | 533 | +6,434 | 19.89% | Q1 2026 | Apr 13, 2026 |
| Beacon Capital Management, LLC | History | Added to | 41,094 | 4,648 | 0.82% | 0.39% | 534 | +20,686 | 101.36% | Q1 2026 | May 11, 2026 |
| Guardian Wealth Advisors, LLC | History | Reduced | 41,085 | 4,647 | 2.67% | 2.97% | 535 | -1,580 | -3.7% | Q1 2026 | May 01, 2026 |
| Glenview Trust Co | History | Added to | 40,875 | 4,623 | 0.07% | 0.07% | 536 | +2,009 | 5.17% | Q1 2026 | May 08, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 40,276 | 4,555 | 2.17% | 2.7% | 537 | -4,050 | -9.14% | Q1 2026 | May 01, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 40,270 | 4,554 | 0.01% | 0.02% | 538 | -101,730 | -71.64% | Q1 2026 | May 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 39,998 | 4,524 | 0.09% | 0.09% | 539 | +2,469 | 6.58% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 39,887 | 4,511 | 0.13% | 0.73% | 540 | -163,563 | -80.39% | Q1 2026 | May 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 39,811 | 4,503 | 0.25% | 0.26% | 541 | -417 | -1.04% | Q1 2026 | May 14, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 39,589 | 4,477 | 1.07% | 0.57% | 542 | +18,750 | 89.98% | Q1 2026 | Apr 20, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | Reduced | 39,275 | 4,442 | 0.52% | 0.47% | 543 | -20,474 | -34.27% | Q1 2026 | May 13, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 39,253 | 4,439 | 2.55% | 7.36% | 544 | -65,617 | -62.57% | Q1 2026 | Apr 08, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 38,973 | 4,408 | 0.28% | 0.31% | 545 | -763 | -1.92% | Q1 2026 | May 06, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 38,615 | 4,367 | 0.6% | 1.33% | 546 | -38,340 | -49.82% | Q1 2026 | Apr 14, 2026 |
| NWAM LLC | History | Reduced | 38,500 | 4,354 | 0.25% | 0.28% | 547 | -2,011 | -4.96% | Q1 2026 | May 04, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 38,201 | 4,320 | 0.45% | 0.51% | 548 | -469 | -1.21% | Q1 2026 | Apr 08, 2026 |
| Smithfield Trust Co | History | Reduced | 37,826 | 4,279 | 0.19% | 0.21% | 549 | -158 | -0.42% | Q1 2026 | May 08, 2026 |
| Sierra Capital LLC | History | No change | 37,532 | 4,245 | 0.46% | 0.49% | 550 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NOVEM GROUP | History | Added to | 37,469 | 4,238 | 0.49% | 0.28% | 551 | +17,470 | 87.35% | Q1 2026 | Apr 10, 2026 |
| Keenan, LLC | History | Reduced | 37,556 | 4,216 | 3.56% | 4.66% | 552 | -5,422 | -12.62% | Q1 2026 | Apr 22, 2026 |
| Asset Management Group, Inc. | History | Reduced | 36,890 | 4,172 | 0.67% | 0.82% | 553 | -4,398 | -10.65% | Q1 2026 | May 15, 2026 |
| Arrow Investment Advisors, LLC | History | Added to | 36,872 | 4,170 | 4.44% | 4.7% | 554 | +2,547 | 7.42% | Q1 2026 | May 04, 2026 |
| WealthPoint Financial, LLC | History | No change | 33,654 | 4,148 | 3.61% | 3.61% | 555 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Great Point Wealth Advisors, LLC | History | No change | 36,522 | 4,131 | 0.76% | 0.82% | 556 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 36,414 | 4,118 | 0.1% | 0.1% | 557 | +332 | 0.92% | Q1 2026 | May 08, 2026 |
| SIMA Wealth Partners, LLC | History | New | 36,406 | 4,117 | 3.14% | — | 558 | +36,406 | New | Q1 2026 | May 15, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 36,247 | 4,099 | 1.33% | 1.09% | 559 | +9,829 | 37.21% | Q1 2026 | May 04, 2026 |
| Rossmore Private Capital | History | No change | 36,227 | 4,097 | 0.36% | 0.4% | 560 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| GTS SECURITIES LLC | History | Added to | 35,958 | 4,067 | 0.14% | 0.06% | 561 | +20,796 | 137.16% | Q1 2026 | May 14, 2026 |
| Procyon Advisors, LLC | History | Reduced | 35,788 | 4,048 | 0.2% | 0.22% | 562 | -365 | -1.01% | Q1 2026 | May 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 35,738 | 4,042 | 0.19% | 0.43% | 563 | -41,330 | -53.63% | Q1 2026 | May 18, 2026 |
| HRT FINANCIAL LP | History | Added to | 35,580 | 4,024 | 0.01% | 0.0% | 564 | +29,392 | 474.98% | Q1 2026 | May 14, 2026 |
| CWC Advisors, LLC. | History | Added to | 35,583 | 4,024 | 1.92% | 2.06% | 565 | +915 | 2.64% | Q1 2026 | Apr 16, 2026 |
| Private Advisory Group LLC | History | Reduced | 35,457 | 4,010 | 0.26% | 0.35% | 566 | -645 | -1.79% | Q1 2026 | May 08, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 32,534 | 4,010 | 2.24% | 2.24% | 567 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| Capital Investment Management, Inc. | History | Added to | 35,358 | 3,999 | 1.37% | 1.51% | 568 | +434 | 1.24% | Q1 2026 | Apr 22, 2026 |
| Commonwealth Retirement Investments LLC | History | Added to | 35,261 | 3,988 | 1.23% | 1.26% | 569 | +3,395 | 10.65% | Q1 2026 | May 11, 2026 |
| BLALOCK WILLIAMS, LLC | History | Added to | 35,132 | 3,973 | 3.07% | 3.05% | 570 | +4,223 | 13.66% | Q1 2026 | May 14, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 35,000 | 3,958 | 1.68% | 1.82% | 571 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| M Holdings Securities, Inc. | History | Added to | 30,539 | 3,951 | 0.27% | 0.24% | 572 | +2,797 | 10.08% | Q1 2026 | May 12, 2026 |
| Adirondack Capital Advisors, LLC | History | Added to | 34,929 | 3,950 | 2.54% | 2.13% | 573 | +9,207 | 35.79% | Q1 2026 | Apr 09, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 34,832 | 3,939 | 1.55% | 1.59% | 574 | +3,125 | 9.86% | Q1 2026 | May 14, 2026 |
| Wedmont Private Capital | History | Added to | 33,042 | 3,936 | 0.13% | 0.04% | 575 | +23,817 | 258.18% | Q1 2026 | Apr 09, 2026 |
| Mason & Associates, LLC | History | Reduced | 34,750 | 3,930 | 0.9% | 0.99% | 576 | -546 | -1.55% | Q1 2026 | Apr 21, 2026 |
| FIRST HORIZON CORP | History | Reduced | 34,223 | 3,870 | 0.16% | 0.19% | 577 | -903 | -2.57% | Q1 2026 | Apr 30, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 34,030 | 3,849 | 2.63% | 2.73% | 578 | +682 | 2.05% | Q1 2026 | May 04, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 33,964 | 3,841 | 0.47% | 0.56% | 579 | -3,581 | -9.54% | Q1 2026 | Apr 10, 2026 |
| S&CO INC | History | No change | 33,695 | 3,811 | 0.24% | 0.26% | 580 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 33,611 | 3,801 | 1.78% | 1.89% | 581 | +319 | 0.96% | Q1 2026 | Apr 16, 2026 |
| Redwood Wealth Management Group, LLC | History | Reduced | 33,607 | 3,801 | 1.64% | 1.74% | 582 | -68 | -0.2% | Q1 2026 | Apr 24, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 33,549 | 3,794 | 1.93% | 2.26% | 583 | -3,064 | -8.37% | Q1 2026 | Apr 17, 2026 |
| St. Louis Trust Co | History | No change | 33,500 | 3,789 | 0.44% | 0.47% | 584 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 33,442 | 3,782 | 0.31% | 0.35% | 585 | -556 | -1.64% | Q1 2026 | May 06, 2026 |
| WBH ADVISORY INC | History | Reduced | 32,845 | 3,764 | 0.28% | 0.3% | 586 | -113 | -0.34% | Q1 2026 | Apr 27, 2026 |
| Haverford Trust Co | History | Reduced | 33,068 | 3,740 | 0.03% | 0.04% | 587 | -920 | -2.71% | Q1 2026 | May 11, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 33,053 | 3,738 | 0.23% | 0.26% | 588 | -232 | -0.7% | Q1 2026 | Apr 27, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 32,903 | 3,721 | 0.05% | 0.05% | 589 | -1,282 | -3.75% | Q1 2026 | Apr 28, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 32,642 | 3,692 | 0.21% | 0.22% | 590 | +4,064 | 14.22% | Q1 2026 | Apr 29, 2026 |
| Gray Private Wealth, LLC | History | Reduced | 32,524 | 3,678 | 1.85% | 2.05% | 591 | -1,469 | -4.32% | Q1 2026 | May 06, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 32,393 | 3,664 | 0.78% | 0.86% | 592 | -858 | -2.58% | Q1 2026 | May 13, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 32,254 | 3,648 | 0.98% | 1.13% | 593 | -282 | -0.87% | Q1 2026 | Apr 24, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 32,200 | 3,642 | 0.0% | 0.0% | 594 | -34,600 | -51.8% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 32,130 | 3,634 | 0.11% | 0.12% | 595 | +6,093 | 23.4% | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 31,988 | 3,618 | 0.01% | 0.01% | 596 | -56 | -0.17% | Q1 2026 | May 08, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 31,769 | 3,593 | 0.46% | 0.55% | 597 | -417 | -1.3% | Q1 2026 | Apr 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 31,717 | 3,587 | 0.09% | 0.1% | 598 | +310 | 0.99% | Q1 2026 | Apr 29, 2026 |
| JT Stratford LLC | History | Added to | 31,695 | 3,585 | 0.46% | 0.48% | 599 | +1,510 | 5.0% | Q1 2026 | May 15, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Reduced | 31,636 | 3,578 | 1.72% | 2.02% | 600 | -636 | -1.97% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 31,373 | 3,577 | 0.19% | 0.17% | 601 | +1,651 | 5.55% | Q1 2026 | May 12, 2026 |
| GenWealth Group, Inc. | History | Reduced | 31,546 | 3,568 | 0.61% | 0.67% | 602 | -6 | -0.02% | Q1 2026 | May 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 31,400 | 3,551 | 0.17% | 0.25% | 603 | -10,524 | -25.1% | Q1 2026 | Apr 28, 2026 |
| Round Rock Advisors LLC | History | Added to | 31,311 | 3,541 | 0.54% | 0.58% | 604 | +9 | 0.03% | Q1 2026 | May 15, 2026 |
| Bouvel Investment Partners, LLC | History | Reduced | 31,193 | 3,528 | 1.02% | 1.13% | 605 | -631 | -1.98% | Q1 2026 | Apr 10, 2026 |
| NewEdge Wealth, LLC | History | Added to | 30,973 | 3,503 | 0.04% | 0.04% | 606 | +3,370 | 12.21% | Q1 2026 | May 13, 2026 |
| National Philanthropic Trust | History | Added to | 30,944 | 3,500 | 0.04% | 0.04% | 607 | +106 | 0.34% | Q1 2026 | May 15, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 30,918 | 3,497 | 1.47% | 1.68% | 608 | -281 | -0.9% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | Added to | 30,486 | 3,494 | 0.17% | 0.18% | 609 | +281 | 0.93% | Q1 2026 | Apr 27, 2026 |
| XY Planning Network, Inc. | History | Added to | 30,372 | 3,480 | 0.56% | 0.52% | 610 | +6,230 | 25.81% | Q1 2026 | Apr 14, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 30,678 | 3,469 | 1.79% | 1.43% | 611 | +8,152 | 36.19% | Q1 2026 | May 13, 2026 |
| StoneCrest Wealth Management, Inc. | History | Reduced | 30,549 | 3,455 | 1.46% | 1.63% | 612 | -2,172 | -6.64% | Q1 2026 | Apr 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 30,445 | 3,443 | 0.0% | 0.0% | 613 | -862 | -2.75% | Q1 2026 | May 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 30,324 | 3,429 | 0.07% | 0.09% | 614 | -3,277 | -9.75% | Q1 2026 | May 13, 2026 |
| Pathway Financial Advisors LLC | History | No change | 29,906 | 3,429 | 0.42% | 0.47% | 615 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Heritage Trust Co | History | Reduced | 30,213 | 3,417 | 0.34% | 0.41% | 616 | -2,295 | -7.06% | Q1 2026 | May 13, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 30,005 | 3,393 | 1.26% | 1.35% | 617 | +1,482 | 5.2% | Q1 2026 | Apr 20, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Reduced | 29,984 | 3,391 | 0.57% | 0.66% | 618 | -369 | -1.22% | Q1 2026 | Apr 16, 2026 |
| Breakwater Capital Group | History | Added to | 29,965 | 3,389 | 0.45% | 0.45% | 619 | +3,827 | 14.64% | Q1 2026 | Apr 20, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 29,843 | 3,375 | 2.02% | 1.94% | 620 | -1,526 | -4.86% | Q1 2026 | Apr 15, 2026 |
| Capital Advantage, Inc. | History | Added to | 29,833 | 3,374 | 0.44% | 0.42% | 621 | +4,335 | 17.0% | Q1 2026 | Apr 10, 2026 |
| Hirtle & Co., LLC | History | Added to | 29,785 | 3,368 | 0.12% | 0.12% | 622 | +623 | 2.14% | Q1 2026 | May 13, 2026 |
| Hilltop National Bank | History | Reduced | 29,691 | 3,358 | 0.8% | 0.9% | 623 | -440 | -1.46% | Q1 2026 | Apr 02, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 29,612 | 3,349 | 0.05% | 0.03% | 624 | +13,674 | 85.79% | Q1 2026 | May 12, 2026 |
| Capital Asset Managemnet, LLC | History | Added to | 29,506 | 3,337 | 3.76% | 3.98% | 626 | +986 | 3.46% | Q1 2026 | Apr 14, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 29,511 | 3,337 | 1.45% | 1.62% | 625 | -222 | -0.75% | Q1 2026 | May 01, 2026 |
| Cadence Bank | History | No change | 26,964 | 3,323 | 0.19% | 0.19% | 627 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| 5T Wealth, LLC | History | Reduced | 29,113 | 3,293 | 1.3% | 1.43% | 628 | -11 | -0.04% | Q1 2026 | Apr 13, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 29,041 | 3,284 | 0.62% | 11.76% | 629 | -495,268 | -94.46% | Q1 2026 | Apr 14, 2026 |
| Unify Financial Advisors | History | Added to | 28,964 | 3,276 | 3.4% | 3.46% | 631 | +2,014 | 7.47% | Q1 2026 | Apr 23, 2026 |
| Nolet Wealth Management, LLC | History | No change | 28,970 | 3,276 | 1.86% | 1.99% | 630 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 28,945 | 3,274 | 0.2% | 0.17% | 632 | +372 | 1.3% | Q1 2026 | Apr 28, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 28,935 | 3,272 | 0.01% | 0.0% | 633 | +23,035 | 390.42% | Q1 2026 | May 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 28,825 | 3,260 | 0.32% | 0.32% | 634 | -342 | -1.17% | Q1 2026 | May 01, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Reduced | 28,719 | 3,248 | 0.25% | 1.3% | 635 | -126,487 | -81.5% | Q1 2026 | May 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 28,678 | 3,243 | 0.26% | 0.28% | 636 | -348 | -1.2% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 28,559 | 3,230 | 0.29% | 0.31% | 637 | -221 | -0.77% | Q1 2026 | Apr 30, 2026 |
| Baron Wealth Management LLC | History | Reduced | 28,485 | 3,221 | 0.96% | 1.09% | 638 | -340 | -1.18% | Q1 2026 | Apr 16, 2026 |
| EASTERN BANK | History | Reduced | 28,438 | 3,216 | 0.06% | 0.07% | 639 | -6,585 | -18.8% | Q1 2026 | Apr 07, 2026 |
| Capital Square, LLC | History | Added to | 24,657 | 3,199 | 1.47% | 1.34% | 640 | +3,305 | 15.48% | Q1 2026 | May 11, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 28,210 | 3,190 | 0.46% | 0.58% | 641 | -3,757 | -11.75% | Q1 2026 | May 13, 2026 |
| ROGCO, LP | History | No change | 28,125 | 3,181 | 1.06% | 1.15% | 642 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 28,034 | 3,170 | 0.14% | 0.17% | 643 | -2,325 | -7.66% | Q1 2026 | Apr 21, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 28,014 | 3,168 | 0.2% | 0.22% | 644 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 27,960 | 3,162 | 0.9% | 0.97% | 645 | -1,422 | -4.84% | Q1 2026 | Apr 16, 2026 |
| Truepoint, Inc. | History | Reduced | 27,908 | 3,156 | 0.07% | 0.08% | 646 | -491 | -1.73% | Q1 2026 | May 08, 2026 |
| RHUMBLINE ADVISERS | History | No change | 27,880 | 3,153 | 0.0% | 0.0% | 647 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Reduced | 27,829 | 3,147 | 0.3% | 0.33% | 648 | -408 | -1.44% | Q1 2026 | Apr 22, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 27,665 | 3,129 | 0.05% | 0.05% | 649 | +619 | 2.29% | Q1 2026 | May 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 27,630 | 3,125 | 0.04% | 0.04% | 650 | +149 | 0.54% | Q1 2026 | Apr 21, 2026 |
| Bank of Jackson Hole Trust | History | Reduced | 27,608 | 3,122 | 1.51% | 1.62% | 651 | -17 | -0.06% | Q1 2026 | May 12, 2026 |
| Sage Investment Advisers LLC | History | Reduced | 27,087 | 3,104 | 2.3% | 2.59% | 652 | -914 | -3.26% | Q1 2026 | Apr 10, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 27,424 | 3,102 | 0.21% | 0.21% | 653 | +25 | 0.09% | Q1 2026 | May 13, 2026 |
| AMG National Trust Bank | History | Added to | 27,341 | 3,092 | 0.07% | 0.06% | 654 | +5,316 | 24.14% | Q1 2026 | May 04, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 27,280 | 3,085 | 0.6% | 0.67% | 655 | -848 | -3.01% | Q1 2026 | Apr 23, 2026 |
| Magnus Financial Group LLC | History | Reduced | 27,196 | 3,076 | 0.25% | 0.33% | 656 | -8,174 | -23.11% | Q1 2026 | Apr 10, 2026 |
| FORM Wealth Advisors, LLC | History | Reduced | 27,184 | 3,074 | 0.36% | 0.41% | 657 | -1,068 | -3.78% | Q1 2026 | Apr 10, 2026 |
| Coign Capital Advisors LLC | History | Added to | 27,007 | 3,054 | 1.6% | 1.67% | 658 | +1,177 | 4.56% | Q1 2026 | May 14, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 22,440 | 3,046 | 0.06% | 0.06% | 659 | -700 | -3.03% | Q1 2026 | May 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 26,830 | 3,038 | 0.95% | 0.69% | 660 | +9,437 | 54.26% | Q1 2026 | May 14, 2026 |
| J.M. Arbour, LLC | History | Added to | 26,790 | 3,030 | 2.91% | 3.09% | 661 | +1,672 | 6.66% | Q1 2026 | Apr 21, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 26,776 | 3,028 | 0.48% | 0.71% | 662 | -8,197 | -23.44% | Q1 2026 | May 07, 2026 |
| Carnegie Investment Counsel | History | Reduced | 26,666 | 3,016 | 0.06% | 0.07% | 663 | -4,246 | -13.74% | Q1 2026 | May 01, 2026 |
| ORG Partners LLC | History | No change | 24,400 | 3,007 | 0.53% | 0.53% | 664 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 26,557 | 3,003 | 1.58% | 2.74% | 665 | -31,766 | -54.47% | Q1 2026 | May 14, 2026 |
| Asempa Wealth Advisors | History | Added to | 26,211 | 3,003 | 2.62% | 2.71% | 666 | +640 | 2.5% | Q1 2026 | Apr 08, 2026 |
| Decker Wealth Management LLC | History | No change | 26,444 | 2,991 | 0.68% | 0.71% | 667 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Choate Investment Advisors | History | Reduced | 26,438 | 2,990 | 0.06% | 0.07% | 668 | -2,433 | -8.43% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 24,246 | 2,988 | 0.0% | 0.0% | 669 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 26,284 | 2,972 | 0.51% | 0.55% | 670 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 26,061 | 2,947 | 0.17% | 0.19% | 671 | -551 | -2.07% | Q1 2026 | Apr 24, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 31,424 | 2,938 | 0.93% | 0.62% | 672 | +4,172 | 15.31% | Q1 2026 | Apr 23, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 25,906 | 2,930 | 0.52% | 0.63% | 673 | -1,805 | -6.51% | Q1 2026 | Apr 22, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 25,860 | 2,924 | 1.75% | 1.79% | 674 | +16 | 0.06% | Q1 2026 | Apr 30, 2026 |
| Fiduciary Alliance LLC | History | Added to | 23,131 | 2,922 | 0.18% | 0.15% | 675 | +4,468 | 23.94% | Q1 2026 | Apr 20, 2026 |
| Compound Planning, Inc. | History | Added to | 25,819 | 2,920 | 0.09% | 0.02% | 676 | +21,036 | 439.81% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Added to | 25,674 | 2,904 | 0.0% | 0.0% | 677 | +47 | 0.18% | Q1 2026 | May 05, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 25,616 | 2,897 | 0.32% | 0.36% | 678 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LPWM LLC | History | Reduced | 25,594 | 2,894 | 0.73% | 0.8% | 679 | -256 | -0.99% | Q1 2026 | Apr 08, 2026 |
| Key FInancial Inc | History | No change | 25,536 | 2,888 | 0.51% | 0.57% | 680 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| COFG Advisors, LLC | History | Reduced | 25,530 | 2,887 | 0.71% | 0.78% | 681 | -100 | -0.39% | Q1 2026 | May 11, 2026 |
| Montecito Bank & Trust | History | Reduced | 25,504 | 2,884 | 0.47% | 0.51% | 682 | -285 | -1.11% | Q1 2026 | Apr 16, 2026 |
| Headlands Technologies LLC | History | New | 25,339 | 2,866 | 0.33% | — | 683 | +25,339 | New | Q1 2026 | May 13, 2026 |
| Atlas Brown,Inc. | History | Reduced | 25,288 | 2,860 | 0.86% | 0.98% | 684 | -1,348 | -5.06% | Q1 2026 | Apr 17, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 25,277 | 2,859 | 0.16% | 0.22% | 686 | -4,709 | -15.7% | Q1 2026 | Apr 09, 2026 |
| Dentgroup LLC | History | No change | 23,202 | 2,859 | 1.96% | 1.96% | 685 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 23,194 | 2,858 | 1.81% | 1.81% | 687 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Certified Advisory Corp | History | Added to | 25,236 | 2,854 | 0.26% | 0.27% | 688 | +902 | 3.71% | Q1 2026 | Apr 17, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 25,239 | 2,854 | 0.31% | 0.34% | 689 | -2 | -0.01% | Q1 2026 | May 06, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Added to | 25,141 | 2,843 | 1.06% | 1.02% | 690 | +1,703 | 7.27% | Q1 2026 | May 14, 2026 |
| Fonville Wealth Management LLC | History | Added to | 25,122 | 2,841 | 0.54% | 0.63% | 691 | +64 | 0.26% | Q1 2026 | Apr 20, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 24,980 | 2,825 | 0.31% | 0.24% | 692 | +6,335 | 33.98% | Q1 2026 | Apr 28, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | No change | 24,844 | 2,810 | 0.41% | 0.47% | 693 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 24,823 | 2,806 | 0.21% | 0.21% | 694 | -3,093 | -11.08% | Q1 2026 | May 20, 2026 |
| MFA Wealth Services | History | Reduced | 24,728 | 2,796 | 1.85% | 2.06% | 695 | -64 | -0.26% | Q1 2026 | Apr 21, 2026 |
| Ballentine Partners, LLC | History | Reduced | 24,597 | 2,782 | 0.04% | 0.04% | 696 | -42 | -0.17% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | Reduced | 24,588 | 2,781 | 0.0% | 0.01% | 697 | -7,113 | -22.44% | Q1 2026 | May 06, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 24,435 | 2,763 | 1.43% | 1.42% | 698 | +1,948 | 8.66% | Q1 2026 | Apr 10, 2026 |
| Madrid Wealth Management, LLC | History | Added to | 24,333 | 2,752 | 2.08% | 1.75% | 699 | +6,813 | 38.89% | Q1 2026 | Apr 21, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 24,189 | 2,736 | 0.05% | 0.05% | 700 | +421 | 1.77% | Q1 2026 | May 04, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 24,145 | 2,731 | 0.16% | 0.66% | 701 | -69,158 | -74.12% | Q1 2026 | May 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 23,913 | 2,704 | 0.01% | 0.02% | 702 | -2,712 | -10.19% | Q1 2026 | May 14, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 23,901 | 2,703 | 1.01% | 1.21% | 703 | -2,175 | -8.34% | Q1 2026 | Apr 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 23,807 | 2,692 | 0.15% | 0.18% | 704 | -1,774 | -6.93% | Q1 2026 | Apr 30, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 23,761 | 2,687 | 0.03% | 0.04% | 705 | -1,750 | -6.86% | Q1 2026 | Apr 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 23,755 | 2,686 | 0.16% | 0.18% | 706 | +690 | 2.99% | Q1 2026 | Apr 13, 2026 |
| WHITTIER TRUST CO | History | No change | 23,296 | 2,682 | 0.03% | 0.03% | 707 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 23,641 | 2,674 | 0.18% | 0.27% | 708 | -720 | -2.96% | Q1 2026 | May 07, 2026 |
| Forthright Family Wealth Advisory LLC | History | Reduced | 31,532 | 2,662 | 1.79% | 7.67% | 709 | -67,540 | -68.17% | Q1 2026 | May 13, 2026 |
| Hudson Capital Management LLC | History | Reduced | 23,503 | 2,658 | 0.69% | 0.76% | 710 | -924 | -3.78% | Q1 2026 | Apr 13, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 23,482 | 2,656 | 0.61% | 0.49% | 711 | +6,002 | 34.34% | Q1 2026 | Apr 28, 2026 |
| Lighthouse Financial LLC | History | Added to | 23,418 | 2,648 | 1.6% | 1.7% | 712 | +2,300 | 10.89% | Q1 2026 | May 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 23,386 | 2,645 | 0.03% | 0.03% | 713 | +992 | 4.43% | Q1 2026 | May 13, 2026 |
| Stablepoint Partners, LLC | History | Added to | 23,227 | 2,627 | 0.39% | 0.42% | 714 | +1,477 | 6.79% | Q1 2026 | Apr 30, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 23,088 | 2,611 | 0.52% | 0.58% | 715 | -1,136 | -4.69% | Q1 2026 | May 12, 2026 |
| Expressive Wealth LLC | History | Added to | 19,436 | 2,610 | 2.49% | 2.33% | 716 | +1,910 | 10.9% | Q1 2026 | May 11, 2026 |
| Cassilly Financial Group LLC | History | Added to | 22,726 | 2,570 | 2.23% | 2.35% | 717 | +1,180 | 5.48% | Q1 2026 | Apr 10, 2026 |
| Forum Financial Management, LP | History | Added to | 22,694 | 2,566 | 0.04% | 0.04% | 718 | +167 | 0.74% | Q1 2026 | Apr 23, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 20,367 | 2,547 | 0.17% | 0.17% | 719 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Reduced | 22,494 | 2,544 | 0.69% | 1.2% | 720 | -135 | -0.6% | Q1 2026 | Apr 08, 2026 |
| Two West Capital Advisors LLC | History | Added to | 19,671 | 2,534 | 1.34% | 1.14% | 722 | +3,690 | 23.09% | Q1 2026 | May 04, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 22,408 | 2,534 | 0.17% | 0.21% | 721 | +670 | 3.08% | Q1 2026 | Apr 17, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 22,337 | 2,526 | 0.08% | 0.09% | 723 | -913 | -3.93% | Q1 2026 | Apr 22, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 22,146 | 2,504 | 0.06% | 0.07% | 724 | -350 | -1.56% | Q1 2026 | May 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 22,097 | 2,499 | 1.73% | 1.71% | 726 | +1,128 | 5.38% | Q1 2026 | Apr 07, 2026 |
| Lakeshore Financial Planning, Inc. | History | Reduced | 22,097 | 2,499 | 0.91% | 1.0% | 725 | -625 | -2.75% | Q1 2026 | May 07, 2026 |
| NORTHLAND SECURITIES, INC. | History | Added to | 21,973 | 2,485 | 2.37% | 2.5% | 727 | +853 | 4.04% | Q1 2026 | May 04, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Reduced | 21,823 | 2,468 | 0.42% | 0.65% | 728 | -765 | -3.39% | Q1 2026 | Apr 09, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 21,798 | 2,465 | 1.35% | 1.31% | 729 | +2,378 | 12.25% | Q1 2026 | Apr 22, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 21,795 | 2,465 | 1.63% | 1.71% | 730 | +1,439 | 7.07% | Q1 2026 | Apr 21, 2026 |
| Security National Bank | History | Added to | 21,439 | 2,424 | 0.35% | 0.35% | 731 | +1,506 | 7.56% | Q1 2026 | Apr 16, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 21,352 | 2,415 | 0.13% | 0.14% | 732 | -71 | -0.33% | Q1 2026 | Apr 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 21,071 | 2,414 | 0.17% | 0.2% | 733 | -2,987 | -12.42% | Q1 2026 | May 01, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 21,159 | 2,393 | 0.32% | 0.54% | 734 | -6,955 | -24.74% | Q1 2026 | Apr 08, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 21,122 | 2,389 | 0.04% | 0.04% | 735 | +434 | 2.1% | Q1 2026 | May 11, 2026 |
| Keystone Financial Group | History | Added to | 21,111 | 2,387 | 0.16% | 0.03% | 736 | +17,283 | 451.49% | Q1 2026 | May 13, 2026 |
| Tactive Advisors, LLC | History | Reduced | 21,020 | 2,377 | 0.67% | 0.89% | 737 | -3,556 | -14.47% | Q1 2026 | Apr 16, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 20,854 | 2,358 | 0.53% | 0.56% | 738 | +1,408 | 7.24% | Q1 2026 | Apr 27, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 20,748 | 2,346 | 0.41% | 0.43% | 739 | +682 | 3.4% | Q1 2026 | Apr 17, 2026 |
| Sprinkle Financial Consultants LLC | History | Reduced | 20,676 | 2,338 | 1.08% | 1.33% | 740 | -518 | -2.44% | Q1 2026 | Apr 16, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 20,286 | 2,335 | 0.05% | 0.06% | 741 | -1,168 | -5.44% | Q1 2026 | Apr 28, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 20,610 | 2,331 | 0.51% | 0.77% | 742 | -8,486 | -29.17% | Q1 2026 | Apr 14, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 20,564 | 2,325 | 0.49% | 0.32% | 743 | +9,111 | 79.55% | Q1 2026 | May 05, 2026 |
| Corundum Group, Inc. | History | Reduced | 20,500 | 2,318 | 0.77% | 0.88% | 744 | -680 | -3.21% | Q1 2026 | Apr 20, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 20,458 | 2,314 | 0.77% | 0.73% | 745 | +21 | 0.1% | Q1 2026 | Apr 29, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 20,455 | 2,313 | 0.46% | 0.48% | 746 | +2,056 | 11.17% | Q1 2026 | May 01, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 20,265 | 2,292 | 0.31% | 0.33% | 747 | +65 | 0.32% | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | Added to | 20,261 | 2,291 | 0.28% | 0.27% | 748 | +2,399 | 13.43% | Q1 2026 | Apr 17, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | No change | 20,248 | 2,290 | 2.29% | 2.51% | 749 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 20,229 | 2,288 | 0.11% | 0.13% | 750 | -1,868 | -8.45% | Q1 2026 | May 12, 2026 |
| Operose Advisors LLC | History | Reduced | 20,234 | 2,288 | 0.53% | 0.63% | 751 | -1,831 | -8.3% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 20,208 | 2,285 | 0.63% | 0.72% | 752 | +1 | 0.0% | Q1 2026 | May 13, 2026 |
| Rathbones Group PLC | History | No change | 20,200 | 2,284 | 0.01% | 0.01% | 753 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bawa N Mallick Trust | History | No change | 20,200 | 2,284 | 0.94% | 0.92% | 754 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisors Capital Management, LLC | History | Added to | 20,160 | 2,280 | 0.03% | 0.03% | 755 | +910 | 4.73% | Q1 2026 | May 01, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 20,142 | 2,278 | 0.58% | 0.65% | 756 | -121 | -0.6% | Q1 2026 | Apr 10, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 20,113 | 2,274 | 1.21% | 1.39% | 757 | -374 | -1.83% | Q1 2026 | Apr 24, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 19,984 | 2,260 | 1.51% | 1.52% | 758 | +1,637 | 8.92% | Q1 2026 | Apr 13, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 19,988 | 2,260 | 1.61% | 1.69% | 759 | +848 | 4.43% | Q1 2026 | May 12, 2026 |
| First Western Trust Bank | History | Added to | 19,957 | 2,257 | 0.11% | 0.12% | 760 | +71 | 0.36% | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 19,913 | 2,252 | 0.01% | 0.01% | 761 | +1,492 | 8.1% | Q1 2026 | Apr 15, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 19,778 | 2,237 | 1.14% | 1.03% | 762 | +19 | 0.1% | Q1 2026 | May 15, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 19,760 | 2,235 | 0.59% | 0.63% | 763 | +92 | 0.47% | Q1 2026 | May 13, 2026 |
| Marietta Wealth Management, LLC | History | No change | 19,742 | 2,233 | 0.27% | 0.28% | 764 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 19,670 | 2,224 | 0.04% | 0.05% | 765 | -29 | -0.15% | Q1 2026 | May 14, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 19,486 | 2,204 | 0.45% | 0.53% | 766 | +1 | 0.01% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | New | 19,268 | 2,179 | 0.04% | — | 767 | +19,268 | New | Q1 2026 | May 15, 2026 |
| Index Technologies Group LLC | History | Reduced | 19,217 | 2,173 | 2.37% | 2.49% | 768 | -127 | -0.66% | Q1 2026 | Apr 29, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 19,182 | 2,169 | 0.04% | 0.05% | 769 | -1,532 | -7.4% | Q1 2026 | Apr 14, 2026 |
| Vantus Wealth LLC | History | No change | 17,566 | 2,165 | 1.6% | 1.6% | 770 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 19,112 | 2,161 | 0.63% | 0.66% | 771 | +592 | 3.2% | Q1 2026 | Apr 17, 2026 |
| American Trust | History | Reduced | 19,079 | 2,157 | 0.19% | 0.22% | 772 | -2,025 | -9.6% | Q1 2026 | May 01, 2026 |
| First Citizens Financial Corp | History | Added to | 19,063 | 2,156 | 1.02% | 0.99% | 773 | +2,868 | 17.71% | Q1 2026 | Apr 07, 2026 |
| MBA Advisors LLC | History | Reduced | 19,040 | 2,153 | 0.83% | 0.96% | 774 | -295 | -1.53% | Q1 2026 | Apr 20, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 19,029 | 2,152 | 0.42% | 0.47% | 775 | -985 | -4.92% | Q1 2026 | Apr 15, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 19,006 | 2,149 | 0.36% | 0.38% | 776 | -150 | -0.78% | Q1 2026 | May 12, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 18,958 | 2,144 | 0.74% | 0.81% | 777 | +820 | 4.52% | Q1 2026 | Apr 28, 2026 |
| Curi Capital, LLC | History | Reduced | 18,893 | 2,137 | 0.04% | 0.04% | 778 | -643 | -3.29% | Q1 2026 | May 15, 2026 |
| Heritage Financial Services, LLC | History | No change | 17,172 | 2,116 | 0.18% | 0.18% | 779 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 18,701 | 2,115 | 0.06% | 0.07% | 780 | -850 | -4.35% | Q1 2026 | May 13, 2026 |
| BAILARD, INC. | History | Reduced | 18,612 | 2,105 | 0.05% | 0.05% | 781 | -552 | -2.88% | Q1 2026 | May 11, 2026 |
| Canal Capital Management, LLC | History | Reduced | 18,589 | 2,102 | 0.28% | 1.4% | 782 | -61,474 | -76.78% | Q1 2026 | Apr 27, 2026 |
| TSFG, LLC | History | Reduced | 18,549 | 2,098 | 0.32% | 0.34% | 783 | -101 | -0.54% | Q1 2026 | Apr 27, 2026 |
| Richmond Investment Services, LLC | History | Added to | 18,536 | 2,096 | 0.34% | 0.35% | 784 | +2,166 | 13.23% | Q1 2026 | Apr 29, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 18,485 | 2,090 | 0.49% | 0.54% | 785 | +258 | 1.42% | Q1 2026 | Apr 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 18,422 | 2,083 | 0.1% | 0.12% | 786 | -1,046 | -5.37% | Q1 2026 | Apr 23, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 18,245 | 2,063 | 0.28% | 0.33% | 787 | -64 | -0.35% | Q1 2026 | Apr 16, 2026 |
| Continuum Advisory, LLC | History | Added to | 18,172 | 2,055 | 0.2% | 0.14% | 788 | +7,190 | 65.47% | Q1 2026 | Apr 22, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 18,149 | 2,052 | 0.39% | 0.43% | 789 | +9,332 | 105.84% | Q1 2026 | Apr 29, 2026 |
| Next Level Private LLC | History | Added to | 18,130 | 2,050 | 0.46% | 0.52% | 790 | +1,883 | 11.59% | Q1 2026 | Apr 23, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 18,056 | 2,042 | 1.27% | — | 791 | +18,056 | New | Q1 2026 | Apr 14, 2026 |
| BIP Wealth, LLC | History | Reduced | 17,969 | 2,032 | 0.08% | 0.09% | 792 | -3,688 | -17.03% | Q1 2026 | Apr 27, 2026 |
| Bensler, LLC | History | Added to | 17,966 | 2,032 | 0.21% | 0.22% | 793 | +169 | 0.95% | Q1 2026 | May 01, 2026 |
| Hopwood Financial Services, Inc. | History | Reduced | 17,913 | 2,026 | 1.37% | 1.56% | 794 | -25 | -0.14% | Q1 2026 | May 07, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 17,862 | 2,020 | 0.32% | 0.37% | 795 | -156 | -0.87% | Q1 2026 | May 14, 2026 |
| HM PAYSON & CO | History | Added to | 17,855 | 2,019 | 0.03% | 0.03% | 796 | +80 | 0.45% | Q1 2026 | Apr 13, 2026 |
| KPP Advisory Services LLC | History | Reduced | 17,823 | 2,015 | 0.29% | 0.33% | 797 | -752 | -4.05% | Q1 2026 | Apr 24, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 16,305 | 2,009 | 0.07% | 0.07% | 798 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 17,714 | 2,003 | 0.09% | 0.41% | 799 | -53,902 | -75.27% | Q1 2026 | May 12, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 17,667 | 1,998 | 0.28% | — | 800 | +17,667 | New | Q1 2026 | Apr 30, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 17,632 | 1,994 | 0.36% | 0.39% | 801 | -10 | -0.06% | Q1 2026 | Apr 29, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | Reduced | 17,565 | 1,986 | 1.06% | 1.21% | 803 | -1,108 | -5.93% | Q1 2026 | Apr 27, 2026 |
| FOCUSED ALPHA, LLC | History | Reduced | 17,563 | 1,986 | 0.61% | 0.67% | 802 | -953 | -5.15% | Q1 2026 | May 12, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 17,554 | 1,985 | 0.58% | 0.91% | 804 | -7,790 | -30.74% | Q1 2026 | May 07, 2026 |
| VestGen Investment Management | History | Added to | 17,539 | 1,983 | 1.09% | 1.12% | 805 | +1,105 | 6.72% | Q1 2026 | May 12, 2026 |
| Vanguard National Trust Co | History | New | 17,518 | 1,981 | 0.12% | — | 806 | +17,518 | New | Q1 2026 | May 08, 2026 |
| Bowman & Co S.C. | History | No change | 15,995 | 1,971 | 0.83% | 0.83% | 807 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 17,411 | 1,969 | 0.16% | 0.16% | 808 | +1,429 | 8.94% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Management | History | Reduced | 17,343 | 1,961 | 2.25% | 2.44% | 809 | -259 | -1.47% | Q1 2026 | Apr 22, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 17,314 | 1,958 | 0.24% | 0.26% | 810 | +670 | 4.03% | Q1 2026 | Apr 08, 2026 |
| Inspire Advisors, LLC | History | Added to | 17,189 | 1,944 | 0.16% | 0.06% | 811 | +12,197 | 244.33% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 17,132 | 1,938 | 0.06% | 0.06% | 812 | +1,441 | 9.18% | Q1 2026 | Apr 21, 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | History | No change | 17,098 | 1,933 | 1.66% | 1.77% | 813 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 17,083 | 1,932 | 0.16% | 0.15% | 814 | +2,161 | 14.48% | Q1 2026 | May 15, 2026 |
| Aegis Wealth Management, Inc. | History | Added to | 17,086 | 1,932 | 1.52% | 1.57% | 815 | +908 | 5.61% | Q1 2026 | Apr 20, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 17,077 | 1,931 | 0.74% | 0.87% | 816 | -56,921 | -76.92% | Q1 2026 | May 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 17,062 | 1,929 | 0.0% | 0.0% | 817 | -6,605 | -27.91% | Q1 2026 | May 14, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 16,917 | 1,913 | 0.35% | 0.39% | 818 | -59 | -0.35% | Q1 2026 | May 14, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 16,890 | 1,910 | 0.17% | 0.19% | 819 | -235 | -1.37% | Q1 2026 | May 12, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 16,787 | 1,898 | 0.04% | 0.05% | 820 | -973 | -5.48% | Q1 2026 | May 13, 2026 |
| EFG International AG | History | New | 16,744 | 1,893 | 0.04% | — | 821 | +16,744 | New | Q1 2026 | May 15, 2026 |
| First Command Advisory Services, Inc. | History | No change | 16,693 | 1,888 | 0.01% | 0.01% | 822 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Westmount Partners, LLC | History | Added to | 16,634 | 1,881 | 0.46% | 0.45% | 824 | +1,914 | 13.0% | Q1 2026 | Apr 16, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 16,633 | 1,881 | 0.3% | 0.33% | 823 | -332 | -1.96% | Q1 2026 | Apr 13, 2026 |
| LongView Wealth Management | History | Added to | 15,052 | 1,876 | 0.47% | 0.4% | 825 | +1,697 | 12.71% | Q1 2026 | Apr 15, 2026 |
| Synergy Investment Management, LLC | History | Added to | 16,565 | 1,873 | 0.61% | 0.65% | 826 | +1,765 | 11.93% | Q1 2026 | May 14, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Added to | 16,551 | 1,872 | 1.93% | 2.08% | 827 | +362 | 2.24% | Q1 2026 | Apr 23, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 16,531 | 1,869 | 0.18% | 0.19% | 828 | -7 | -0.04% | Q1 2026 | Apr 27, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 16,501 | 1,866 | 0.25% | 0.27% | 829 | +1 | 0.01% | Q1 2026 | Apr 21, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 16,494 | 1,865 | 0.03% | 0.03% | 830 | -1,572 | -8.7% | Q1 2026 | May 05, 2026 |
| REDW Wealth LLC | History | No change | 16,453 | 1,860 | 0.74% | 0.77% | 831 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Finley Financial, LLC | History | No change | 16,420 | 1,857 | 0.87% | 0.93% | 832 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| American Investment Services, Inc. | History | Reduced | 16,412 | 1,856 | 0.41% | 0.48% | 833 | -405 | -2.41% | Q1 2026 | May 13, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Reduced | 16,389 | 1,853 | 1.12% | 1.24% | 835 | -82 | -0.5% | Q1 2026 | Apr 27, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 16,390 | 1,853 | 0.03% | 0.03% | 834 | -11 | -0.07% | Q1 2026 | May 05, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 16,367 | 1,851 | 0.2% | 0.17% | 836 | +2,912 | 21.64% | Q1 2026 | Apr 21, 2026 |
| Essex Bank | History | Reduced | 16,227 | 1,835 | 0.41% | 0.44% | 837 | -421 | -2.53% | Q1 2026 | Apr 17, 2026 |
| Eagle Strategies LLC | History | Added to | 16,216 | 1,834 | 0.22% | 0.24% | 839 | +668 | 4.3% | Q1 2026 | Apr 20, 2026 |
| Aspire Private Capital, LLC | History | Added to | 16,217 | 1,834 | 0.41% | 0.43% | 838 | +665 | 4.28% | Q1 2026 | Apr 22, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 16,162 | 1,828 | 0.03% | 0.03% | 840 | -120 | -0.74% | Q1 2026 | May 15, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 15,117 | 1,815 | 0.23% | 0.23% | 841 | +1,476 | 10.82% | Q1 2026 | Apr 20, 2026 |
| SIGNATUREFD, LLC | History | Added to | 16,034 | 1,813 | 0.03% | 0.03% | 842 | +608 | 3.94% | Q1 2026 | Apr 07, 2026 |
| Sendero Wealth Management, LLC | History | Added to | 15,870 | 1,795 | 0.2% | 0.22% | 843 | +1 | 0.01% | Q1 2026 | Apr 22, 2026 |
| PACK Private Wealth, LLC | History | Reduced | 15,857 | 1,793 | 0.82% | 0.91% | 844 | -346 | -2.14% | Q1 2026 | May 15, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 15,783 | 1,785 | 0.05% | 0.05% | 845 | +472 | 3.08% | Q1 2026 | May 11, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 15,757 | 1,782 | 0.13% | 0.13% | 847 | +1,340 | 9.29% | Q1 2026 | May 12, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 15,763 | 1,782 | 0.1% | 0.11% | 846 | +147 | 0.94% | Q1 2026 | May 11, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 15,688 | 1,774 | 0.15% | 0.17% | 848 | -572 | -3.52% | Q1 2026 | May 14, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 15,685 | 1,774 | 0.28% | 0.36% | 849 | -115 | -0.73% | Q1 2026 | Apr 30, 2026 |
| Vantage Point Financial LLC | History | Added to | 15,644 | 1,769 | 0.62% | 0.52% | 850 | +3,745 | 31.47% | Q1 2026 | May 01, 2026 |
| Helium Advisors LLC | History | Reduced | 15,632 | 1,768 | 1.68% | 2.06% | 851 | -891 | -5.39% | Q1 2026 | May 05, 2026 |
| WealthCare Asset Management, LLC | History | Reduced | 15,593 | 1,763 | 1.88% | 1.42% | 852 | -2,903 | -15.7% | Q1 2026 | Apr 30, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 15,572 | 1,761 | 0.05% | 0.1% | 853 | -12,560 | -44.65% | Q1 2026 | May 07, 2026 |
| Legacy Advisors, LLC | History | No change | 15,552 | 1,759 | 0.21% | 0.21% | 854 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Verity Asset Management, Inc. | History | Added to | 15,539 | 1,757 | 0.74% | 0.8% | 855 | +513 | 3.41% | Q1 2026 | Apr 21, 2026 |
| FWG Investments, LLC. | History | Added to | 15,521 | 1,755 | 1.12% | 0.94% | 857 | +3,598 | 30.18% | Q1 2026 | Apr 21, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 15,521 | 1,755 | 0.71% | 0.76% | 856 | -44 | -0.28% | Q1 2026 | Apr 08, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 15,506 | 1,753 | 0.52% | 0.57% | 858 | -300 | -1.9% | Q1 2026 | Apr 22, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 15,464 | 1,749 | 0.39% | 0.44% | 859 | -148 | -0.95% | Q1 2026 | Apr 20, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 15,450 | 1,747 | 0.06% | 0.07% | 860 | -982 | -5.98% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Added to | 15,361 | 1,737 | 0.03% | 0.02% | 861 | +5,788 | 60.46% | Q1 2026 | Apr 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 15,295 | 1,730 | 0.06% | 0.03% | 862 | +825 | 5.7% | Q1 2026 | Apr 29, 2026 |
| Zhang Financial LLC | History | Added to | 15,284 | 1,728 | 0.06% | 0.07% | 863 | +148 | 0.98% | Q1 2026 | May 06, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 15,217 | 1,721 | 0.19% | 0.19% | 864 | +594 | 4.06% | Q1 2026 | Apr 23, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 15,178 | 1,716 | 0.54% | 0.64% | 865 | +55 | 0.36% | Q1 2026 | Apr 15, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 13,246 | 1,709 | 0.04% | 0.05% | 866 | -2,144 | -13.93% | Q1 2026 | May 04, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 15,066 | 1,704 | 0.58% | 0.63% | 867 | +160 | 1.07% | Q1 2026 | Apr 01, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 15,048 | 1,702 | 0.22% | 0.23% | 868 | +9 | 0.06% | Q1 2026 | May 08, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 14,706 | 1,663 | 0.17% | 0.2% | 869 | -1,207 | -7.58% | Q1 2026 | May 15, 2026 |
| Bison Wealth, LLC | History | Reduced | 12,082 | 1,658 | 0.16% | 0.17% | 871 | -1,005 | -7.68% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Reduced | 14,654 | 1,658 | 0.0% | 0.0% | 870 | -141 | -0.95% | Q1 2026 | May 14, 2026 |
| Park Place Capital Corp | History | Reduced | 14,615 | 1,653 | 0.33% | 0.59% | 872 | -8,433 | -36.59% | Q1 2026 | Apr 09, 2026 |
| Manchester Capital Management LLC | History | Reduced | 14,574 | 1,648 | 0.24% | 0.29% | 874 | -2,918 | -16.68% | Q1 2026 | May 11, 2026 |
| BBR PARTNERS, LLC | History | No change | 14,574 | 1,648 | 0.09% | 0.1% | 873 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Krilogy Financial LLC | History | Added to | 13,015 | 1,647 | 0.05% | 0.05% | 875 | +1,779 | 15.83% | Q1 2026 | Apr 17, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 14,506 | 1,641 | 0.43% | 0.48% | 876 | +588 | 4.22% | Q1 2026 | May 06, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 14,494 | 1,639 | 0.0% | 0.0% | 877 | -1,154 | -7.37% | Q1 2026 | May 14, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 14,469 | 1,636 | 0.72% | 0.81% | 878 | +156 | 1.09% | Q1 2026 | May 15, 2026 |
| Argent Advisors, Inc. | History | Reduced | 14,405 | 1,629 | 0.44% | 0.5% | 879 | -144 | -0.99% | Q1 2026 | Apr 24, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 14,345 | 1,622 | 0.09% | 0.1% | 880 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 14,322 | 1,619 | 0.5% | 0.83% | 881 | -17,125 | -54.46% | Q1 2026 | May 12, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 14,233 | 1,609 | 0.2% | 0.21% | 882 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 14,112 | 1,596 | 0.36% | 0.39% | 883 | +539 | 3.97% | Q1 2026 | Apr 21, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 14,085 | 1,593 | 0.15% | 0.17% | 884 | -1 | -0.01% | Q1 2026 | May 04, 2026 |
| Versant Capital Management, Inc | History | Added to | 14,038 | 1,587 | 0.16% | 0.07% | 885 | +9,651 | 219.99% | Q1 2026 | Apr 06, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 13,999 | 1,583 | 0.09% | 0.08% | 886 | +2,790 | 24.89% | Q1 2026 | May 06, 2026 |
| Progressive Investment Management Corp | History | No change | 14,000 | 1,583 | 0.42% | 0.41% | 887 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 13,903 | 1,572 | 0.02% | 0.02% | 889 | -1,965 | -12.38% | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | Reduced | 13,906 | 1,572 | 0.03% | 0.03% | 888 | -56 | -0.4% | Q1 2026 | Apr 17, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 13,880 | 1,569 | 0.16% | 0.23% | 890 | -3,707 | -21.08% | Q1 2026 | Apr 13, 2026 |
| Gemmer Asset Management LLC | History | Added to | 13,847 | 1,566 | 0.12% | 0.12% | 891 | +709 | 5.4% | Q1 2026 | Apr 22, 2026 |
| McDonough Capital Management, Inc | History | No change | 13,840 | 1,565 | 0.86% | 0.84% | 892 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PFG Investments, LLC | History | Added to | 13,830 | 1,564 | 0.07% | 0.06% | 893 | +4,101 | 42.15% | Q1 2026 | Apr 27, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 13,822 | 1,563 | 0.11% | 0.11% | 894 | -32 | -0.23% | Q1 2026 | May 06, 2026 |
| Able Wealth Management LLC | History | Reduced | 13,789 | 1,559 | 0.42% | 0.54% | 895 | -50 | -0.36% | Q1 2026 | Apr 24, 2026 |
| Howard Capital Management Group, LLC | History | Reduced | 13,750 | 1,555 | 0.1% | 0.12% | 897 | -1,050 | -7.09% | Q1 2026 | Apr 15, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 13,751 | 1,555 | 0.4% | 0.48% | 896 | -591 | -4.12% | Q1 2026 | Apr 29, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 13,744 | 1,554 | 0.3% | 0.26% | 898 | -77 | -0.56% | Q1 2026 | May 11, 2026 |
| WHITE PINE CAPITAL LLC | History | No change | 13,709 | 1,550 | 0.44% | 0.46% | 899 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Catalina Capital Group, LLC | History | Added to | 13,640 | 1,542 | 0.92% | 0.94% | 900 | +1,083 | 8.62% | Q1 2026 | Apr 23, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 13,584 | 1,536 | 0.43% | 0.46% | 901 | +127 | 0.94% | Q1 2026 | Apr 08, 2026 |
| BANK OF HAWAII | History | Added to | 13,542 | 1,531 | 0.08% | 0.08% | 902 | +176 | 1.32% | Q1 2026 | May 14, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 13,526 | 1,529 | 0.42% | 0.46% | 903 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 13,511 | 1,528 | 1.23% | 1.36% | 904 | +458 | 3.51% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 13,494 | 1,526 | 0.05% | 0.05% | 905 | +1,363 | 11.24% | Q1 2026 | Apr 08, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 13,463 | 1,522 | 0.55% | 0.84% | 906 | -84 | -0.62% | Q1 2026 | May 12, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 13,365 | 1,511 | 0.88% | 0.98% | 907 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Renasant Bank | History | Reduced | 13,302 | 1,504 | 1.06% | 1.76% | 908 | -7,795 | -36.95% | Q1 2026 | Apr 29, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 13,283 | 1,502 | 0.63% | 0.57% | 909 | +736 | 5.87% | Q1 2026 | May 15, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Added to | 13,270 | 1,500 | 0.35% | 0.31% | 910 | +2,200 | 19.87% | Q1 2026 | Apr 16, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 13,182 | 1,491 | 0.26% | — | 911 | +13,182 | New | Q1 2026 | May 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 13,112 | 1,483 | 0.0% | — | 912 | +13,112 | New | Q1 2026 | May 15, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 13,105 | 1,482 | 0.06% | 0.09% | 913 | -4,914 | -27.27% | Q1 2026 | May 07, 2026 |
| Crewe Advisors LLC | History | Added to | 13,029 | 1,473 | 0.13% | 0.12% | 915 | +2,120 | 19.43% | Q1 2026 | May 07, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 13,029 | 1,473 | 0.12% | 0.13% | 914 | +10 | 0.08% | Q1 2026 | May 01, 2026 |
| Sageworth Trust Co | History | No change | 13,000 | 1,470 | 0.06% | 0.07% | 916 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 12,995 | 1,469 | 0.04% | 0.05% | 917 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| 1ST SOURCE BANK | History | Added to | 12,984 | 1,468 | 0.08% | 0.08% | 918 | +1,027 | 8.59% | Q1 2026 | May 04, 2026 |
| Simmons Bank | History | Reduced | 12,956 | 1,465 | 0.1% | 0.11% | 919 | -291 | -2.2% | Q1 2026 | Apr 23, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 12,948 | 1,464 | 0.28% | 0.31% | 921 | +41 | 0.32% | Q1 2026 | May 05, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 11,885 | 1,464 | 0.29% | 0.29% | 920 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 12,903 | 1,459 | 0.08% | 0.09% | 922 | -160 | -1.22% | Q1 2026 | Apr 17, 2026 |
| Veracity Capital LLC | History | Added to | 12,891 | 1,458 | 0.52% | 0.46% | 923 | +123 | 0.96% | Q1 2026 | Apr 09, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 12,833 | 1,451 | 0.84% | 2.12% | 924 | -15,187 | -54.2% | Q1 2026 | Apr 24, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 12,827 | 1,450 | 0.23% | 0.26% | 925 | -238 | -1.82% | Q1 2026 | Apr 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 11,759 | 1,449 | 0.07% | 0.07% | 926 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Latitude Advisors, LLC | History | Added to | 12,740 | 1,441 | 0.66% | 0.63% | 927 | +1,077 | 9.23% | Q1 2026 | Apr 27, 2026 |
| GWN SECURITIES INC. | History | Added to | 12,655 | 1,431 | 0.27% | 0.29% | 928 | +1,150 | 10.0% | Q1 2026 | May 14, 2026 |
| Storen Legacy Partners, LLC | History | New | 12,646 | 1,430 | 0.45% | — | 929 | +12,646 | New | Q1 2026 | Apr 22, 2026 |
| Oxinas Partners, LLC | History | Added to | 12,635 | 1,429 | 0.65% | 0.64% | 930 | +1,790 | 16.51% | Q1 2026 | Apr 10, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Reduced | 12,626 | 1,428 | 0.62% | 0.71% | 931 | -159 | -1.24% | Q1 2026 | Apr 29, 2026 |
| CVA Family Office, LLC | History | Added to | 12,615 | 1,426 | 0.15% | 0.17% | 932 | +300 | 2.44% | Q1 2026 | Apr 29, 2026 |
| Morton Capital Management LLC/CA | History | No change | 12,607 | 1,425 | 0.21% | 0.24% | 933 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 12,536 | 1,417 | 0.1% | 0.11% | 934 | +232 | 1.89% | Q1 2026 | May 07, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 12,500 | 1,413 | 0.34% | 0.32% | 935 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 12,463 | 1,409 | 0.16% | 0.19% | 936 | +5 | 0.04% | Q1 2026 | May 08, 2026 |
| Formidable Asset Management, LLC | History | Added to | 11,362 | 1,400 | 0.22% | 0.18% | 937 | +900 | 8.6% | Q1 2026 | Apr 22, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 12,369 | 1,399 | 0.17% | 0.2% | 938 | -650 | -4.99% | Q1 2026 | May 08, 2026 |
| Enclave Advisors LLC | History | Reduced | 12,361 | 1,398 | 0.19% | 0.22% | 939 | -142 | -1.14% | Q1 2026 | Apr 13, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 12,353 | 1,397 | 0.41% | 0.35% | 940 | +2,917 | 30.91% | Q1 2026 | Apr 24, 2026 |
| MKT Advisors LLC | History | No change | 12,062 | 1,395 | 0.47% | 0.51% | 941 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 12,312 | 1,392 | 0.15% | 0.16% | 942 | +190 | 1.57% | Q1 2026 | May 13, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 10,967 | 1,388 | 0.38% | 0.4% | 943 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CADINHA & CO LLC | History | Reduced | 12,258 | 1,386 | 0.26% | 0.24% | 944 | -322 | -2.56% | Q1 2026 | May 11, 2026 |
| Tripletail Wealth Management, LLC | History | Reduced | 11,971 | 1,372 | 1.87% | 3.76% | 946 | -12,099 | -50.27% | Q1 2026 | May 14, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 12,130 | 1,372 | 0.07% | 0.09% | 945 | -2,252 | -15.66% | Q1 2026 | Apr 13, 2026 |
| INTRUST BANK NA | History | No change | 12,112 | 1,369 | 0.11% | 0.12% | 947 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Semus Wealth Partners LLC | History | Added to | 12,087 | 1,367 | 0.76% | 0.77% | 948 | +498 | 4.3% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 10,774 | 1,366 | 0.09% | 0.1% | 949 | -1,527 | -12.41% | Q1 2026 | Apr 22, 2026 |
| Vision Retirement, LLC | History | Reduced | 12,052 | 1,363 | 0.39% | 0.45% | 950 | -1,703 | -12.38% | Q1 2026 | May 07, 2026 |
| Greenspring Advisors, LLC | History | No change | 12,044 | 1,362 | 0.08% | 0.09% | 951 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 12,036 | 1,361 | 0.17% | 0.19% | 952 | +322 | 2.75% | Q1 2026 | May 04, 2026 |
| Canopy Partners, LLC | History | No change | 12,036 | 1,361 | 0.47% | 0.48% | 953 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 11,971 | 1,354 | 0.64% | 0.69% | 954 | -57 | -0.47% | Q1 2026 | Apr 13, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 11,954 | 1,352 | 0.69% | 0.64% | 955 | +2,235 | 23.0% | Q1 2026 | May 13, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 11,944 | 1,351 | 0.35% | 0.39% | 956 | -1,518 | -11.28% | Q1 2026 | Apr 28, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 11,903 | 1,346 | 0.0% | 0.01% | 958 | -3,925 | -24.8% | Q1 2026 | May 14, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 11,908 | 1,346 | 0.09% | 0.07% | 957 | +1,645 | 16.03% | Q1 2026 | May 11, 2026 |
| WESBANCO BANK INC | History | Reduced | 11,847 | 1,340 | 0.04% | 0.04% | 959 | -102 | -0.85% | Q1 2026 | Apr 21, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 11,796 | 1,334 | 0.11% | 0.12% | 960 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 11,787 | 1,333 | 0.03% | 0.03% | 961 | +1,611 | 15.83% | Q1 2026 | Apr 07, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 11,770 | 1,331 | 0.47% | 0.5% | 962 | +426 | 3.76% | Q1 2026 | Apr 08, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 11,765 | 1,330 | 0.52% | 0.57% | 963 | -90 | -0.76% | Q1 2026 | May 12, 2026 |
| Friday Financial | History | No change | 11,744 | 1,328 | 0.46% | 0.51% | 964 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Accredited Investors Inc. | History | Added to | 11,697 | 1,323 | 0.07% | 0.03% | 965 | +7,059 | 152.2% | Q1 2026 | Apr 30, 2026 |
| Bucket List Wealth Management, LLC | History | Reduced | 11,693 | 1,322 | 0.8% | 0.91% | 966 | -613 | -4.98% | Q1 2026 | May 07, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 10,550 | 1,315 | 0.18% | 0.07% | 967 | +7,755 | 277.46% | Q1 2026 | May 11, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 11,600 | 1,312 | 0.47% | 0.42% | 969 | +2,347 | 25.36% | Q1 2026 | Apr 27, 2026 |
| Texas Yale Capital Corp. | History | No change | 11,600 | 1,312 | 0.04% | 0.04% | 968 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Highview Capital Management LLC/DE/ | History | Reduced | 11,595 | 1,311 | 0.48% | 0.53% | 970 | -582 | -4.78% | Q1 2026 | May 08, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 11,576 | 1,309 | 0.17% | 0.32% | 971 | -6,150 | -34.69% | Q1 2026 | Apr 28, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 11,543 | 1,305 | 0.6% | — | 972 | +11,543 | New | Q1 2026 | Apr 15, 2026 |
| Kessler Investment Group, LLC | History | Reduced | 11,537 | 1,304 | 0.62% | 0.6% | 973 | -46 | -0.4% | Q1 2026 | Apr 10, 2026 |
| LifeSteps Financial, Inc. | History | Reduced | 11,534 | 1,304 | 0.83% | 0.91% | 974 | -13 | -0.11% | Q1 2026 | Apr 22, 2026 |
| SK Wealth Management, LLC | History | Reduced | 11,261 | 1,296 | 0.36% | 0.4% | 975 | -170 | -1.49% | Q1 2026 | May 06, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 11,391 | 1,288 | 0.05% | 0.06% | 976 | -1,025 | -8.26% | Q1 2026 | May 07, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 11,392 | 1,288 | 0.75% | 0.85% | 977 | +167 | 1.49% | Q1 2026 | May 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 11,370 | 1,286 | 0.07% | 0.08% | 978 | +5 | 0.04% | Q1 2026 | May 07, 2026 |
| Churchill Financial Advisors, LLC | History | No change | 11,378 | 1,286 | 0.27% | 0.43% | 979 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 11,339 | 1,282 | 0.49% | 0.65% | 980 | +529 | 4.89% | Q1 2026 | May 15, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 11,292 | 1,277 | 0.43% | 0.46% | 981 | -26 | -0.23% | Q1 2026 | May 05, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 11,274 | 1,275 | 0.52% | 0.55% | 982 | -7 | -0.06% | Q1 2026 | Apr 24, 2026 |
| GatePass Capital, LLC | History | Added to | 11,181 | 1,264 | 0.59% | 0.69% | 983 | +334 | 3.08% | Q1 2026 | May 06, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 10,802 | 1,261 | 0.9% | 0.88% | 984 | -42 | -0.39% | Q1 2026 | Apr 16, 2026 |
| Kestra Investment Management, LLC | History | Added to | 11,120 | 1,257 | 0.02% | 0.02% | 985 | +4,558 | 69.46% | Q1 2026 | May 11, 2026 |
| CFM WEALTH PARTNERS LLC | History | Added to | 11,090 | 1,254 | 0.19% | 0.2% | 986 | +68 | 0.62% | Q1 2026 | Apr 21, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 11,067 | 1,251 | 0.09% | 0.1% | 987 | -401 | -3.5% | Q1 2026 | Apr 23, 2026 |
| C2C Wealth Management, LLC | History | No change | 11,052 | 1,250 | 1.06% | 1.15% | 988 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 10,928 | 1,236 | 1.3% | 1.5% | 989 | +4,475 | 69.35% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 10,875 | 1,230 | 0.0% | 0.0% | 991 | +1,767 | 19.4% | Q1 2026 | May 15, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 10,878 | 1,230 | 0.03% | 0.04% | 990 | +267 | 2.52% | Q1 2026 | May 14, 2026 |
| TCP Asset Management, LLC | History | Reduced | 10,865 | 1,228 | 0.16% | 3.31% | 992 | -148,666 | -93.19% | Q1 2026 | Apr 10, 2026 |
| Taylor Financial Group, Inc. | History | No change | 10,856 | 1,227 | 0.74% | 0.79% | 993 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Daybright Advisory Services, Inc. | History | Reduced | 10,819 | 1,223 | 0.34% | 0.38% | 994 | -825 | -7.09% | Q1 2026 | May 12, 2026 |
| Cooper Financial Group | History | Added to | 10,784 | 1,219 | 0.12% | 0.14% | 995 | +28 | 0.26% | Q1 2026 | Apr 07, 2026 |
| Idaho Trust Co | History | No change | 10,760 | 1,217 | 0.4% | 0.44% | 996 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TCTC Holdings, LLC | History | Added to | 10,725 | 1,213 | 0.03% | 0.01% | 997 | +6,690 | 165.8% | Q1 2026 | May 07, 2026 |
| Wick Capital Partners, LLC | History | Added to | 11,655 | 1,212 | 0.22% | 0.12% | 998 | +6,025 | 107.02% | Q1 2026 | May 15, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 10,718 | 1,212 | 0.98% | 0.87% | 999 | +1,630 | 17.94% | Q1 2026 | May 15, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 10,645 | 1,204 | 0.04% | 0.05% | 1000 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 10,629 | 1,202 | 0.13% | 0.15% | 1001 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 10,620 | 1,201 | 0.17% | 0.21% | 1002 | -95 | -0.89% | Q1 2026 | May 08, 2026 |
| Sonoma Allocations LLC | History | Added to | 10,388 | 1,198 | 0.41% | 0.43% | 1004 | +9 | 0.09% | Q1 2026 | May 19, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | No change | 10,598 | 1,198 | 1.18% | 1.24% | 1003 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| KWB Wealth | History | No change | 9,711 | 1,196 | 0.12% | 0.11% | 1005 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 10,548 | 1,193 | 0.67% | 0.0% | 1006 | +10,507 | 25626.83% | Q1 2026 | Apr 20, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 10,499 | 1,187 | 0.33% | 0.39% | 1007 | -10,659 | -50.38% | Q1 2026 | Apr 16, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 10,486 | 1,186 | 0.02% | 0.02% | 1008 | -668 | -5.99% | Q1 2026 | May 01, 2026 |
| SMART Wealth LLC | History | Added to | 10,462 | 1,183 | 0.35% | 0.2% | 1009 | +5,121 | 95.88% | Q1 2026 | Apr 23, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 10,423 | 1,178 | 0.03% | 0.03% | 1010 | +280 | 2.76% | Q1 2026 | May 07, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 10,401 | 1,176 | 0.71% | 1.16% | 1011 | -5,942 | -36.36% | Q1 2026 | Apr 15, 2026 |
| LexAurum Advisors, LLC | History | New | 10,355 | 1,171 | 0.15% | — | 1013 | +10,355 | New | Q1 2026 | Apr 13, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 10,356 | 1,171 | 0.34% | 0.35% | 1012 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 10,336 | 1,169 | 0.12% | 0.13% | 1014 | -5 | -0.05% | Q1 2026 | Apr 20, 2026 |
| Facet Wealth, Inc. | History | Reduced | 10,260 | 1,160 | 0.02% | 0.02% | 1016 | -382 | -3.59% | Q1 2026 | May 07, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 10,257 | 1,160 | 0.04% | 0.04% | 1015 | -213 | -2.03% | Q1 2026 | May 07, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 10,250 | 1,159 | 0.51% | 0.57% | 1017 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| McHugh Group, LLC | History | No change | 10,250 | 1,159 | 0.69% | 0.72% | 1018 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | No change | 10,215 | 1,155 | 0.85% | 0.93% | 1019 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 10,208 | 1,154 | 0.56% | 0.59% | 1020 | +224 | 2.24% | Q1 2026 | May 07, 2026 |
| CHILTON INVESTMENT CO INC. | History | Added to | 10,202 | 1,153 | 0.03% | 0.02% | 1021 | +927 | 9.99% | Q1 2026 | May 15, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 10,201 | 1,153 | 0.2% | 0.22% | 1022 | -225 | -2.16% | Q1 2026 | May 06, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 10,176 | 1,151 | 0.02% | 0.02% | 1023 | +1,167 | 12.95% | Q1 2026 | Apr 10, 2026 |
| UNION SAVINGS BANK | History | Reduced | 10,170 | 1,150 | 0.5% | 0.55% | 1024 | -49 | -0.48% | Q1 2026 | Apr 17, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 10,150 | 1,148 | 0.08% | 0.09% | 1025 | +317 | 3.22% | Q1 2026 | Apr 29, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 10,143 | 1,147 | 0.63% | 0.78% | 1027 | +2 | 0.02% | Q1 2026 | Apr 16, 2026 |
| Berman McAleer LLC | History | No change | 10,145 | 1,147 | 0.16% | 0.17% | 1026 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 10,109 | 1,143 | 0.12% | 0.14% | 1028 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 10,096 | 1,141 | 0.04% | 0.05% | 1030 | -404 | -3.85% | Q1 2026 | May 06, 2026 |
| Archford Capital Strategies, LLC | History | No change | 10,094 | 1,141 | 0.13% | 0.14% | 1029 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 10,079 | 1,140 | 0.0% | 0.0% | 1031 | +4,317 | 74.92% | Q1 2026 | May 15, 2026 |
| One Day In July LLC | History | Added to | 10,053 | 1,137 | 0.09% | 0.1% | 1032 | +2 | 0.02% | Q1 2026 | May 05, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 9,996 | 1,130 | 0.11% | 0.05% | 1033 | +5,624 | 128.64% | Q1 2026 | Apr 30, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Reduced | 9,813 | 1,129 | 0.21% | 0.21% | 1034 | -166 | -1.66% | Q1 2026 | May 15, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 9,934 | 1,123 | 0.14% | 0.15% | 1035 | -442 | -4.26% | Q1 2026 | May 04, 2026 |
| MONEYWISE, INC. | History | Added to | 9,910 | 1,120 | 0.49% | 0.46% | 1036 | +1,003 | 11.26% | Q1 2026 | Apr 27, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 9,842 | 1,113 | 0.04% | 0.04% | 1037 | +382 | 4.04% | Q1 2026 | May 15, 2026 |
| Americana Partners, LLC | History | Added to | 9,769 | 1,104 | 0.03% | 0.03% | 1038 | +174 | 1.81% | Q1 2026 | May 12, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 9,734 | 1,101 | 0.16% | 0.18% | 1039 | -90 | -0.92% | Q1 2026 | Apr 09, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 9,736 | 1,101 | 0.74% | 0.82% | 1040 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Eaton-Cambridge Inc. | History | No change | 9,739 | 1,101 | 0.34% | 0.39% | 1041 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Weaver Consulting Group | History | Added to | 9,713 | 1,098 | 0.26% | 0.2% | 1042 | +3,020 | 45.12% | Q1 2026 | May 15, 2026 |
| LTG Capital LLC | History | Reduced | 9,716 | 1,098 | 0.84% | 0.94% | 1043 | -58 | -0.59% | Q1 2026 | May 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 9,706 | 1,097 | 0.16% | 0.18% | 1045 | -2 | -0.02% | Q1 2026 | May 11, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | No change | 9,704 | 1,097 | 0.06% | 0.06% | 1044 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Azimuth Capital Investment Management LLC | History | Added to | 9,655 | 1,092 | 0.04% | 0.04% | 1046 | +330 | 3.54% | Q1 2026 | May 12, 2026 |
| Vident Advisory, LLC | History | Added to | 9,628 | 1,089 | 0.01% | 0.01% | 1047 | +651 | 7.25% | Q1 2026 | May 14, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 9,592 | 1,084 | 0.55% | 1.01% | 1048 | -5,298 | -35.58% | Q1 2026 | May 04, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 9,588 | 1,084 | 0.28% | 0.35% | 1049 | -960 | -9.1% | Q1 2026 | Apr 23, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 9,576 | 1,083 | 0.47% | 0.55% | 1051 | -322 | -3.25% | Q1 2026 | Apr 08, 2026 |
| Clayton Financial Group LLC | History | Added to | 9,577 | 1,083 | 0.56% | 0.6% | 1050 | +3 | 0.03% | Q1 2026 | Apr 13, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 9,551 | 1,080 | 0.02% | 0.03% | 1052 | -2,872 | -23.12% | Q1 2026 | May 12, 2026 |
| Empirical Asset Management, LLC | History | Added to | 9,557 | 1,080 | 0.28% | 0.33% | 1053 | +77 | 0.81% | Q1 2026 | May 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 9,536 | 1,078 | 0.0% | 0.0% | 1055 | +792 | 9.06% | Q1 2026 | May 08, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 9,535 | 1,078 | 0.08% | 0.09% | 1054 | +1 | 0.01% | Q1 2026 | May 13, 2026 |
| Breachway Investments LLC | History | Added to | 9,314 | 1,077 | 1.03% | 1.18% | 1056 | +196 | 2.15% | Q1 2026 | Apr 13, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Added to | 9,519 | 1,076 | 0.52% | 0.55% | 1057 | +329 | 3.58% | Q1 2026 | Apr 14, 2026 |
| Capital Planning Advisors, LLC | History | No change | 9,507 | 1,075 | 0.16% | 0.16% | 1058 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pitcairn Wealth Advisors LLC | History | Reduced | 8,692 | 1,071 | 0.1% | 0.13% | 1060 | -2,625 | -23.2% | Q1 2026 | May 13, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 8,880 | 1,071 | 0.01% | 0.01% | 1059 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Oakworth Capital, Inc. | History | Added to | 9,426 | 1,066 | 0.06% | 0.06% | 1061 | +25 | 0.27% | Q1 2026 | Apr 24, 2026 |
| CNB Bank | History | No change | 9,400 | 1,063 | 0.45% | 0.47% | 1062 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 9,390 | 1,062 | 0.15% | 0.16% | 1063 | -60 | -0.63% | Q1 2026 | May 07, 2026 |
| IFG Advisors, LLC | History | Reduced | 9,354 | 1,058 | 0.17% | 0.2% | 1064 | -456 | -4.65% | Q1 2026 | Apr 09, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 9,321 | 1,054 | 0.15% | 0.18% | 1065 | -787 | -7.79% | Q1 2026 | Apr 20, 2026 |
| Seneca House Advisors | History | Reduced | 9,314 | 1,053 | 0.42% | 0.43% | 1066 | -29 | -0.31% | Q1 2026 | May 01, 2026 |
| Petix & Botte Co | History | No change | 9,304 | 1,052 | 0.23% | 0.26% | 1067 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 9,299 | 1,051 | 0.25% | 0.27% | 1068 | +196 | 2.15% | Q1 2026 | Apr 20, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | Reduced | 9,291 | 1,050 | 0.31% | 0.34% | 1069 | -25 | -0.27% | Q1 2026 | May 01, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 9,258 | 1,047 | 0.05% | 0.05% | 1070 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 9,256 | 1,046 | 0.11% | 0.13% | 1073 | -1,044 | -10.14% | Q1 2026 | May 08, 2026 |
| BURNS J W & CO INC/NY | History | Reduced | 9,255 | 1,046 | 0.12% | 0.13% | 1071 | -134 | -1.43% | Q1 2026 | Apr 17, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 9,251 | 1,046 | 0.1% | 0.11% | 1072 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Blankinship & Foster, LLC | History | Reduced | 9,212 | 1,042 | 0.23% | 0.27% | 1074 | -1,010 | -9.88% | Q1 2026 | Apr 17, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 9,217 | 1,042 | 0.51% | 0.56% | 1075 | +243 | 2.71% | Q1 2026 | Apr 22, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | No change | 9,200 | 1,040 | 0.39% | 0.45% | 1076 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pacific Point Advisors, LLC | History | No change | 9,200 | 1,040 | 0.55% | 0.61% | 1077 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 9,500 | 1,032 | 0.02% | 0.02% | 1078 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 9,099 | 1,029 | 0.53% | 1.91% | 1079 | -26,823 | -74.67% | Q1 2026 | Apr 21, 2026 |
| Verum Partners LLC | History | Added to | 9,086 | 1,027 | 0.2% | 0.23% | 1080 | +6 | 0.07% | Q1 2026 | Apr 15, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 9,003 | 1,018 | 0.06% | 0.06% | 1081 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 8,990 | 1,016 | 0.08% | 0.1% | 1082 | -1,264 | -12.33% | Q1 2026 | Apr 09, 2026 |
| MCF Advisors LLC | History | Added to | 8,968 | 1,014 | 0.04% | 0.02% | 1083 | +5,503 | 158.82% | Q1 2026 | May 11, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 8,953 | 1,012 | 0.1% | 0.11% | 1084 | -409 | -4.37% | Q1 2026 | Apr 30, 2026 |
| Neumann Capital Management, LLC | History | No change | 8,950 | 1,012 | 0.3% | 0.32% | 1085 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TL Private Wealth | History | Reduced | 8,364 | 1,009 | 0.4% | 0.49% | 1086 | -1,938 | -18.81% | Q1 2026 | Apr 13, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 8,914 | 1,008 | 0.01% | 0.01% | 1087 | -1,477 | -14.21% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 8,919 | 1,008 | 0.25% | 0.3% | 1088 | -439 | -4.69% | Q1 2026 | Apr 17, 2026 |
| Reynders McVeigh Capital Management, LLC | History | No change | 8,895 | 1,006 | 0.05% | 0.05% | 1089 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 8,854 | 1,001 | 0.08% | 0.09% | 1090 | +109 | 1.25% | Q1 2026 | May 07, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 8,843 | 1,000 | 0.05% | 0.05% | 1091 | +1,049 | 13.46% | Q1 2026 | Apr 29, 2026 |
| Hyundai Investments Co., Ltd. | History | Added to | 9,169 | 996 | 1.12% | 0.83% | 1093 | +2,324 | 33.95% | Q1 2026 | May 15, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Reduced | 8,810 | 996 | 0.18% | 0.21% | 1092 | -255 | -2.81% | Q1 2026 | May 14, 2026 |
| NorthLanding Financial Partners, LLC | History | Added to | 8,752 | 989 | 0.8% | 0.87% | 1094 | +5 | 0.06% | Q1 2026 | Apr 27, 2026 |
| 71 West Capital Partners | History | No change | 8,708 | 984 | 0.04% | 0.05% | 1095 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 8,668 | 980 | 0.1% | 0.09% | 1096 | +1,706 | 24.5% | Q1 2026 | Apr 15, 2026 |
| CRA Financial Services, LLC | History | Added to | 8,665 | 980 | 0.13% | 0.14% | 1097 | +165 | 1.94% | Q1 2026 | Apr 09, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 8,657 | 979 | 0.3% | 0.33% | 1098 | -170 | -1.93% | Q1 2026 | Apr 21, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 8,564 | 978 | 0.0% | 0.01% | 1099 | +30 | 0.35% | Q1 2026 | May 12, 2026 |
| Balefire, LLC | History | New | 8,599 | 972 | 0.18% | — | 1101 | +8,599 | New | Q1 2026 | May 07, 2026 |
| Processus Wealth & Capital Management, LLC | History | Added to | 8,594 | 972 | 0.66% | 0.67% | 1100 | +382 | 4.65% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 8,574 | 969 | 0.0% | 0.0% | 1102 | -7,056 | -45.14% | Q1 2026 | May 06, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 8,555 | 967 | 0.57% | 0.62% | 1103 | -348 | -3.91% | Q1 2026 | May 14, 2026 |
| Balance Wealth, LLC | History | Added to | 8,506 | 962 | 0.3% | 0.34% | 1104 | +34 | 0.4% | Q1 2026 | Apr 20, 2026 |
| 4J Wealth Management LLC | History | Reduced | 8,461 | 957 | 0.54% | 0.6% | 1105 | -16 | -0.19% | Q1 2026 | May 05, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 8,433 | 953 | 0.05% | 0.06% | 1106 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 8,384 | 948 | 0.12% | 0.14% | 1107 | +40 | 0.48% | Q1 2026 | Apr 27, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 7,884 | 946 | 0.05% | 0.06% | 1108 | -894 | -10.18% | Q1 2026 | Apr 17, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 8,351 | 944 | 0.29% | 0.31% | 1109 | -159 | -1.87% | Q1 2026 | Apr 17, 2026 |
| Tarbox Family Office, Inc. | History | No change | 8,323 | 941 | 0.15% | 0.16% | 1110 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SageView Advisory Group, LLC | History | No change | 7,633 | 940 | 0.03% | 0.03% | 1111 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GDS Wealth Management | History | Added to | 8,295 | 938 | 0.06% | 0.06% | 1113 | +633 | 8.26% | Q1 2026 | Apr 27, 2026 |
| DURANTE & WATERS, LLC | History | No change | 8,300 | 938 | 0.68% | 0.71% | 1112 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 8,220 | 929 | 0.03% | 0.03% | 1114 | +105 | 1.29% | Q1 2026 | Apr 29, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 8,194 | 926 | 0.16% | — | 1115 | +8,194 | New | Q1 2026 | Apr 28, 2026 |
| Chancellor Financial Group WB LP | History | Reduced | 8,185 | 925 | 0.65% | 0.7% | 1116 | -250 | -2.96% | Q1 2026 | May 14, 2026 |
| Apollon Financial, LLC | History | Added to | 8,167 | 923 | 0.13% | 0.15% | 1117 | +5 | 0.06% | Q1 2026 | Apr 22, 2026 |
| American Financial Advisors, LLC | History | Reduced | 8,123 | 918 | 0.12% | 0.13% | 1118 | -139 | -1.68% | Q1 2026 | May 13, 2026 |
| JNBA Financial Advisors | History | Reduced | 8,113 | 917 | 0.08% | 0.09% | 1119 | -669 | -7.62% | Q1 2026 | Apr 22, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 8,105 | 916 | 0.11% | 0.11% | 1120 | +707 | 9.56% | Q1 2026 | May 05, 2026 |
| Rossby Financial, LCC | History | Added to | 7,947 | 910 | 0.19% | 0.28% | 1121 | +667 | 9.16% | Q1 2026 | May 11, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 7,986 | 903 | 0.24% | 0.27% | 1123 | -841 | -9.53% | Q1 2026 | Apr 28, 2026 |
| Farmers National Bank | History | No change | 7,332 | 903 | 0.2% | 0.2% | 1122 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 7,982 | 902 | 0.0% | 0.0% | 1124 | -165 | -2.03% | Q1 2026 | May 13, 2026 |
| HUB Investment Partners, LLC | History | Added to | 7,931 | 897 | 0.02% | 0.02% | 1126 | +773 | 10.8% | Q1 2026 | May 15, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | No change | 7,939 | 897 | 0.75% | 0.81% | 1125 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 7,929 | 896 | 0.01% | 0.02% | 1127 | -237 | -2.9% | Q1 2026 | Apr 17, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 7,883 | 891 | 0.05% | 0.05% | 1128 | +1 | 0.01% | Q1 2026 | Apr 20, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 7,143 | 890 | 0.37% | 0.39% | 1129 | -97 | -1.34% | Q1 2026 | Apr 15, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | No change | 7,859 | 888 | 0.19% | 0.18% | 1130 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 7,846 | 887 | 0.4% | 0.45% | 1131 | -1,190 | -13.17% | Q1 2026 | Apr 23, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 7,839 | 886 | 0.1% | 0.12% | 1132 | +760 | 10.74% | Q1 2026 | May 15, 2026 |
| Lifestyle Asset Management, Inc. | History | Reduced | 7,819 | 884 | 0.29% | 1.06% | 1133 | -18,619 | -70.43% | Q1 2026 | Apr 10, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 7,798 | 882 | 0.03% | 0.03% | 1134 | -431 | -5.24% | Q1 2026 | Apr 24, 2026 |
| Financial Partners Group, Inc | History | Added to | 7,800 | 882 | 0.11% | 0.11% | 1135 | +1 | 0.01% | Q1 2026 | Apr 10, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Added to | 7,765 | 878 | 0.46% | 0.52% | 1136 | +17 | 0.22% | Q1 2026 | Apr 22, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 7,759 | 877 | 0.04% | 0.04% | 1137 | -1,019 | -11.61% | Q1 2026 | Apr 28, 2026 |
| Quartz Partners, LLC | History | Reduced | 7,738 | 875 | 0.34% | 0.38% | 1138 | -596 | -7.15% | Q1 2026 | May 05, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 7,744 | 875 | 0.6% | 0.61% | 1139 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 7,697 | 870 | 0.3% | 0.44% | 1140 | -2,215 | -22.35% | Q1 2026 | Apr 15, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 7,685 | 869 | 0.11% | 0.12% | 1141 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Atlatl Advisers LLC | History | Reduced | 7,668 | 867 | 0.64% | 0.71% | 1142 | -7,390 | -49.08% | Q1 2026 | May 07, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 7,622 | 862 | 0.63% | 0.83% | 1143 | -569 | -6.95% | Q1 2026 | Apr 27, 2026 |
| Tidemark, LLC | History | Added to | 7,612 | 860 | 0.22% | 0.27% | 1144 | +43 | 0.57% | Q1 2026 | May 07, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 7,588 | 858 | 0.15% | 0.09% | 1146 | +2,886 | 61.38% | Q1 2026 | Apr 29, 2026 |
| WELCH & FORBES LLC | History | Reduced | 7,589 | 858 | 0.01% | 0.01% | 1145 | -178 | -2.29% | Q1 2026 | May 01, 2026 |
| HighPoint Advisor Group LLC | History | New | 7,564 | 855 | 0.04% | — | 1147 | +7,564 | New | Q1 2026 | May 14, 2026 |
| RMG Wealth Management LLC | History | New | 6,275 | 854 | 0.1% | — | 1148 | +6,275 | New | Q1 2026 | May 14, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 7,542 | 853 | 0.06% | 0.07% | 1149 | +104 | 1.4% | Q1 2026 | May 14, 2026 |
| Chesley Taft & Associates LLC | History | No change | 7,521 | 850 | 0.04% | 0.04% | 1150 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FLP Wealth Management, LLC | History | Added to | 7,508 | 849 | 1.75% | 1.78% | 1151 | +1,384 | 22.6% | Q1 2026 | Apr 28, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 7,451 | 842 | 0.03% | 0.03% | 1152 | +450 | 6.43% | Q1 2026 | Apr 20, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 7,434 | 840 | 0.05% | 0.04% | 1153 | +2,546 | 52.09% | Q1 2026 | May 05, 2026 |
| Optiver Holding B.V. | History | New | 7,426 | 839 | 0.0% | — | 1154 | +7,426 | New | Q1 2026 | May 15, 2026 |
| Gerald Baker Financial Group LLC | History | New | 7,414 | 838 | 0.27% | — | 1156 | +7,414 | New | Q1 2026 | May 06, 2026 |
| CITY HOLDING CO | History | Reduced | 7,415 | 838 | 0.1% | 0.12% | 1155 | -448 | -5.7% | Q1 2026 | Apr 15, 2026 |
| NCM Capital Management, LLC | History | No change | 7,393 | 836 | 0.3% | 0.34% | 1157 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BANK OF STOCKTON | History | Reduced | 7,377 | 834 | 0.26% | 0.28% | 1158 | -650 | -8.1% | Q1 2026 | Apr 29, 2026 |
| Blue Capital, Inc. | History | Added to | 7,373 | 833 | 0.54% | 0.6% | 1160 | +493 | 7.17% | Q1 2026 | Apr 24, 2026 |
| MIDDLETON & CO INC/MA | History | Added to | 7,365 | 833 | 0.09% | 0.1% | 1159 | +75 | 1.03% | Q1 2026 | May 08, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | No change | 7,368 | 833 | 0.77% | 0.85% | 1161 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 7,353 | 831 | 0.13% | 0.15% | 1162 | +954 | 14.91% | Q1 2026 | May 06, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 7,330 | 829 | 0.28% | 0.23% | 1163 | +1,356 | 22.7% | Q1 2026 | May 15, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 7,324 | 828 | 0.21% | 0.22% | 1164 | -466 | -5.98% | Q1 2026 | Apr 30, 2026 |
| All Terrain Financial Advisors, LLC | History | No change | 7,318 | 827 | 0.19% | 0.21% | 1165 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MERIDIAN MANAGEMENT CO | History | No change | 7,272 | 822 | 0.2% | 0.22% | 1166 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| VANGUARD ADVISERS INC | History | New | 7,260 | 821 | 0.0% | — | 1167 | +7,260 | New | Q1 2026 | May 08, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 7,212 | 815 | 0.01% | 0.01% | 1169 | -324 | -4.3% | Q1 2026 | May 13, 2026 |
| HMS Capital Management, LLC | History | No change | 7,210 | 815 | 0.32% | 0.37% | 1168 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 7,197 | 814 | 0.05% | 0.06% | 1170 | -846 | -10.52% | Q1 2026 | May 14, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 7,192 | 813 | 0.33% | 0.38% | 1171 | -1,130 | -13.58% | Q1 2026 | Apr 13, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 6,364 | 812 | 0.32% | 0.3% | 1172 | +38 | 0.6% | Q1 2026 | Apr 27, 2026 |
| HCR Wealth Advisors | History | Added to | 7,171 | 811 | 0.08% | 0.09% | 1173 | +129 | 1.83% | Q1 2026 | Apr 21, 2026 |
| BDFS Capital LLC | History | Reduced | 7,152 | 808 | 0.39% | 0.45% | 1174 | -7 | -0.1% | Q1 2026 | Apr 15, 2026 |
| Advisor OS, LLC | History | New | 7,132 | 806 | 0.06% | — | 1175 | +7,132 | New | Q1 2026 | May 07, 2026 |
| NORDEN GROUP LLC | History | Reduced | 7,124 | 805 | 0.08% | 0.09% | 1178 | -747 | -9.49% | Q1 2026 | Apr 15, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 7,119 | 805 | 0.06% | 0.07% | 1177 | -628 | -8.11% | Q1 2026 | May 06, 2026 |
| Single Point Partners, LLC | History | No change | 7,121 | 805 | 0.16% | 0.17% | 1176 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Brio Consultants, LLC | History | Reduced | 6,111 | 803 | 0.1% | 0.1% | 1179 | -4 | -0.07% | Q1 2026 | May 06, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 7,096 | 802 | 0.21% | 0.19% | 1180 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vigil Wealth Management, LLC | History | No change | 7,091 | 802 | 0.65% | 0.73% | 1181 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 7,074 | 800 | 0.28% | 0.29% | 1182 | +6 | 0.08% | Q1 2026 | Apr 20, 2026 |
| May Barnhard Investments LLC | History | Added to | 7,075 | 800 | 0.39% | 0.41% | 1183 | +1 | 0.01% | Q1 2026 | May 13, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 6,714 | 799 | 0.22% | 0.87% | 1184 | -20,216 | -75.07% | Q1 2026 | Apr 30, 2026 |
| DAVIS R M INC | History | Reduced | 7,063 | 798 | 0.01% | 0.02% | 1185 | -183 | -2.53% | Q1 2026 | May 13, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 7,050 | 797 | 0.11% | 0.13% | 1187 | +2 | 0.03% | Q1 2026 | May 08, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 7,051 | 797 | 0.04% | 0.04% | 1186 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 7,045 | 796 | 0.32% | 0.32% | 1188 | +506 | 7.74% | Q1 2026 | Apr 28, 2026 |
| NWF Advisory Services Inc. | History | Added to | 7,022 | 794 | 0.09% | 0.08% | 1189 | +1,099 | 18.55% | Q1 2026 | May 04, 2026 |
| Legend Capital Advisors LLC | History | No change | 7,020 | 794 | 0.5% | 0.48% | 1190 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bank of New Hampshire | History | Reduced | 7,012 | 793 | 0.18% | 0.2% | 1191 | -150 | -2.09% | Q1 2026 | Apr 13, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 7,008 | 792 | 0.26% | 0.28% | 1192 | +6 | 0.09% | Q1 2026 | May 08, 2026 |
| ASL Financial, LLC | History | Added to | 6,987 | 790 | 0.63% | 0.55% | 1194 | +1,277 | 22.36% | Q1 2026 | Apr 09, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | No change | 6,410 | 790 | 0.86% | 0.86% | 1193 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HARVEY CAPITAL MANAGEMENT INC | History | No change | 6,975 | 788 | 0.18% | 0.18% | 1195 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Activest Wealth Management | History | No change | 6,950 | 786 | 0.14% | 0.16% | 1196 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| GEN Financial Management, INC. | History | Added to | 6,912 | 781 | 0.48% | 0.51% | 1197 | +377 | 5.77% | Q1 2026 | Apr 16, 2026 |
| Key Capital Management, INC | History | Added to | 6,893 | 779 | 0.51% | 0.32% | 1199 | +4,267 | 162.49% | Q1 2026 | May 07, 2026 |
| Wallington Asset Management, LLC | History | Reduced | 6,890 | 779 | 0.1% | 0.12% | 1198 | -644 | -8.55% | Q1 2026 | Apr 22, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 6,887 | 778 | 0.18% | 0.25% | 1200 | -961 | -12.25% | Q1 2026 | Apr 14, 2026 |
| Mainstream Capital Management LLC | History | Added to | 6,876 | 777 | 0.52% | 0.55% | 1201 | +9 | 0.13% | Q1 2026 | Apr 17, 2026 |
| CERTUITY, LLC | History | Added to | 6,854 | 775 | 0.05% | 0.05% | 1202 | +727 | 11.87% | Q1 2026 | May 11, 2026 |
| Geometric Wealth Advisors | History | No change | 6,832 | 772 | 0.1% | 0.11% | 1203 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 6,785 | 767 | 0.15% | 0.18% | 1204 | -278 | -3.94% | Q1 2026 | May 14, 2026 |
| Leslie Global Wealth, LLC | History | Reduced | 6,766 | 765 | 0.4% | 0.81% | 1207 | -7,761 | -53.42% | Q1 2026 | May 15, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 6,766 | 765 | 0.03% | 0.02% | 1206 | +2,017 | 42.47% | Q1 2026 | Apr 17, 2026 |
| Oxler Private Wealth LLC | History | Added to | 6,764 | 765 | 0.24% | 0.24% | 1205 | +4 | 0.06% | Q1 2026 | Apr 28, 2026 |
| Old Port Advisors | History | Reduced | 6,754 | 763 | 0.18% | 0.21% | 1208 | -226 | -3.24% | Q1 2026 | Apr 06, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 6,726 | 760 | 0.25% | 0.28% | 1209 | -42 | -0.62% | Q1 2026 | May 01, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 6,696 | 757 | 0.03% | 0.03% | 1210 | -94 | -1.38% | Q1 2026 | May 06, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 6,697 | 757 | 0.11% | 0.11% | 1211 | -32 | -0.48% | Q1 2026 | Apr 13, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Reduced | 6,690 | 756 | 0.61% | 0.71% | 1212 | -600 | -8.23% | Q1 2026 | Apr 16, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Reduced | 6,674 | 754 | 0.09% | 0.11% | 1213 | -1,583 | -19.17% | Q1 2026 | May 11, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 6,652 | 752 | 0.29% | 0.18% | 1216 | +467 | 7.55% | Q1 2026 | May 04, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 6,654 | 752 | 0.55% | 0.62% | 1214 | -331 | -4.74% | Q1 2026 | May 05, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 6,653 | 752 | 0.06% | 0.06% | 1215 | -303 | -4.36% | Q1 2026 | May 14, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 6,616 | 748 | 0.12% | 0.13% | 1217 | +45 | 0.68% | Q1 2026 | May 12, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 6,614 | 748 | 0.06% | 0.08% | 1218 | +18 | 0.27% | Q1 2026 | Apr 09, 2026 |
| Sandhill Capital Partners LLC | History | New | 6,606 | 747 | 0.06% | — | 1219 | +6,606 | New | Q1 2026 | May 14, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 6,599 | 746 | 0.52% | 0.74% | 1220 | +116 | 1.79% | Q1 2026 | Apr 22, 2026 |
| Elevation Wealth Management LLC | History | Added to | 6,599 | 746 | 0.68% | 0.77% | 1221 | +97 | 1.49% | Q1 2026 | May 11, 2026 |
| Keel Point, LLC | History | No change | 6,046 | 745 | 0.04% | 0.04% | 1222 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Strategic Equity Management | History | Added to | 6,555 | 741 | 0.28% | 0.22% | 1223 | +1,359 | 26.15% | Q1 2026 | Apr 21, 2026 |
| Trust Co of the South | History | Reduced | 6,543 | 740 | 0.12% | 0.14% | 1224 | -540 | -7.62% | Q1 2026 | Apr 06, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 6,490 | 734 | 0.1% | 0.11% | 1225 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | New | 6,487 | 733 | 0.0% | — | 1226 | +6,487 | New | Q1 2026 | May 11, 2026 |
| ProVise Management Group, LLC | History | Reduced | 6,476 | 732 | 0.05% | 0.06% | 1227 | -43 | -0.66% | Q1 2026 | May 06, 2026 |
| Madson Wealth Advisors Inc | History | New | 6,467 | 731 | 0.61% | — | 1229 | +6,467 | New | Q1 2026 | Apr 21, 2026 |
| Wealthquest Corp | History | No change | 5,931 | 731 | 0.06% | 0.06% | 1228 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| tru Independence LLC | History | Added to | 6,431 | 727 | 0.36% | 0.2% | 1230 | +28 | 0.44% | Q1 2026 | Apr 22, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 6,422 | 726 | 0.17% | 0.21% | 1231 | -792 | -10.98% | Q1 2026 | Apr 17, 2026 |
| BAM Wealth Management, LLC | History | Added to | 6,420 | 726 | 0.54% | 0.52% | 1232 | +633 | 10.94% | Q1 2026 | Apr 17, 2026 |
| Annandale Capital, LLC | History | Reduced | 6,412 | 725 | 0.1% | 0.1% | 1235 | -540 | -7.77% | Q1 2026 | May 15, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 6,413 | 725 | 0.34% | 0.34% | 1234 | +187 | 3.0% | Q1 2026 | May 14, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 6,413 | 725 | 0.04% | 0.05% | 1233 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 6,406 | 724 | 0.19% | 0.18% | 1236 | +1,270 | 24.73% | Q1 2026 | May 11, 2026 |
| HORAN Wealth, LLC | History | Added to | 5,934 | 723 | 0.07% | 0.06% | 1237 | +2,967 | 100.0% | Q1 2026 | May 08, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 6,383 | 722 | 0.02% | 0.02% | 1238 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 6,371 | 720 | 0.02% | 0.03% | 1239 | -170 | -2.6% | Q1 2026 | Apr 16, 2026 |
| Claro Advisors Inc. | History | Reduced | 6,362 | 719 | 0.09% | 0.11% | 1240 | -232 | -3.52% | Q1 2026 | Apr 21, 2026 |
| Dakota Wealth Management | History | Added to | 6,356 | 718 | 0.02% | 0.01% | 1241 | +31 | 0.49% | Q1 2026 | May 07, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 6,338 | 716 | 0.01% | 0.01% | 1242 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sentinel Advisory Group, LLC | History | New | 6,322 | 715 | 0.35% | — | 1244 | +6,322 | New | Q1 2026 | May 14, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 6,324 | 715 | 0.04% | 0.04% | 1243 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Integrated Capital Management, LLC | History | Added to | 6,318 | 714 | 0.3% | 0.33% | 1246 | +5 | 0.08% | Q1 2026 | Apr 17, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 6,320 | 714 | 0.11% | 0.11% | 1245 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | No change | 6,300 | 712 | 0.35% | 0.36% | 1247 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 6,291 | 711 | 0.02% | 0.02% | 1248 | +24 | 0.38% | Q1 2026 | Apr 15, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 6,256 | 707 | 0.07% | 0.08% | 1249 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ABLE Financial Group, LLC | History | No change | 6,247 | 706 | 0.14% | 0.16% | 1250 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 6,248 | 706 | 0.33% | 0.37% | 1251 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Fulcrum Equity Management | History | Added to | 6,222 | 703 | 0.68% | 0.71% | 1252 | +184 | 3.05% | Q1 2026 | Apr 02, 2026 |
| New Republic Capital, LLC | History | Reduced | 6,206 | 702 | 0.24% | 0.22% | 1253 | -555 | -8.21% | Q1 2026 | May 01, 2026 |
| Clark Wealth Partners | History | Reduced | 6,183 | 699 | 0.47% | 0.48% | 1254 | -152 | -2.4% | Q1 2026 | May 11, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 6,175 | 698 | 0.07% | 0.08% | 1255 | -44 | -0.71% | Q1 2026 | May 11, 2026 |
| CGN Advisors LLC | History | No change | 6,169 | 697 | 0.06% | 0.06% | 1256 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Caprock Group, LLC | History | Reduced | 6,127 | 693 | 0.02% | 0.02% | 1257 | -101 | -1.62% | Q1 2026 | May 11, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 6,121 | 692 | 0.2% | 0.24% | 1259 | -283 | -4.42% | Q1 2026 | Apr 16, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 6,123 | 692 | 0.03% | 0.03% | 1258 | +133 | 2.22% | Q1 2026 | Apr 28, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 6,114 | 691 | 0.01% | 0.01% | 1260 | +1,804 | 41.86% | Q1 2026 | Apr 30, 2026 |
| SkyOak Wealth, LLC | History | No change | 6,104 | 690 | 0.13% | 0.14% | 1261 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Solano Wealth Investment Advisors LLC | History | No change | 6,101 | 690 | 0.34% | 0.37% | 1262 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 5,072 | 688 | 0.07% | 0.09% | 1264 | -495 | -8.89% | Q1 2026 | May 12, 2026 |
| NBT BANK N A /NY | History | Reduced | 6,088 | 688 | 0.05% | 0.05% | 1263 | -24 | -0.39% | Q1 2026 | Apr 28, 2026 |
| Balboa Wealth Partners | History | Reduced | 6,066 | 686 | 0.12% | 0.24% | 1266 | -5,832 | -49.02% | Q1 2026 | Apr 16, 2026 |
| Plancorp, LLC | History | No change | 5,689 | 686 | 0.02% | 0.02% | 1265 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Timonier Family Office, LTD. | History | No change | 5,536 | 682 | 0.22% | 0.22% | 1267 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 6,018 | 680 | 0.06% | 0.06% | 1268 | -90 | -1.47% | Q1 2026 | May 05, 2026 |
| Valpey Financial Services, LLC | History | Added to | 6,003 | 679 | 0.44% | 0.45% | 1270 | +224 | 3.88% | Q1 2026 | May 11, 2026 |
| Berger Financial Group, Inc | History | Added to | 6,009 | 679 | 0.04% | 0.04% | 1269 | +9 | 0.15% | Q1 2026 | Apr 28, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 5,984 | 676 | 0.01% | 0.01% | 1271 | -300 | -4.77% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 5,969 | 675 | 0.05% | — | 1272 | +5,969 | New | Q1 2026 | Apr 28, 2026 |
| Bluesphere Advisors LLC | History | Added to | 5,952 | 673 | 0.24% | 0.1% | 1273 | +4,024 | 208.71% | Q1 2026 | Apr 22, 2026 |
| Rinkey Investments | History | Reduced | 5,924 | 670 | 0.17% | 0.19% | 1274 | -10 | -0.17% | Q1 2026 | May 11, 2026 |
| First County Bank /CT/ | History | Reduced | 5,878 | 664 | 0.35% | 0.43% | 1275 | -793 | -11.89% | Q1 2026 | Apr 03, 2026 |
| Bare Financial Services, Inc | History | Reduced | 5,872 | 664 | 0.18% | 0.2% | 1276 | -81 | -1.36% | Q1 2026 | May 14, 2026 |
| Welch Group, LLC | History | Reduced | 5,857 | 662 | 0.02% | 0.04% | 1277 | -2,018 | -25.63% | Q1 2026 | Apr 21, 2026 |
| Grove Bank & Trust | History | Added to | 5,810 | 657 | 0.07% | 0.04% | 1278 | +3,029 | 108.92% | Q1 2026 | Apr 08, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 5,803 | 656 | 1.18% | 0.95% | 1279 | +1,766 | 43.75% | Q1 2026 | Apr 14, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 5,765 | 652 | 0.09% | 0.05% | 1280 | +2,536 | 78.54% | Q1 2026 | Apr 27, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 5,761 | 651 | 0.14% | 0.1% | 1281 | +2,138 | 59.01% | Q1 2026 | Apr 15, 2026 |
| Bedminster, LLC | History | Reduced | 5,757 | 651 | 0.61% | 0.88% | 1282 | -1,979 | -25.58% | Q1 2026 | Apr 24, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 5,724 | 647 | 0.05% | 0.06% | 1283 | +2 | 0.03% | Q1 2026 | May 05, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 5,680 | 642 | 0.16% | 0.19% | 1284 | -638 | -10.1% | Q1 2026 | Apr 10, 2026 |
| Oxford Wealth Group, LLC | History | Reduced | 5,675 | 641 | 0.35% | 1.94% | 1285 | -26,666 | -82.45% | Q1 2026 | May 11, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 5,662 | 640 | 0.04% | 0.04% | 1286 | -100 | -1.74% | Q1 2026 | May 14, 2026 |
| PUREfi Wealth, LLC | History | Added to | 5,646 | 638 | 0.42% | 0.52% | 1288 | +122 | 2.21% | Q1 2026 | Apr 28, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 5,644 | 638 | 0.05% | 0.06% | 1287 | +5 | 0.09% | Q1 2026 | Apr 13, 2026 |
| Garde Capital, Inc. | History | Added to | 5,632 | 637 | 0.04% | 0.04% | 1289 | +336 | 6.34% | Q1 2026 | Apr 28, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 5,631 | 636 | 0.61% | 0.51% | 1290 | +1,274 | 29.24% | Q1 2026 | May 06, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 5,610 | 634 | 0.16% | 0.19% | 1291 | -115 | -2.01% | Q1 2026 | Apr 27, 2026 |
| PRUDENTIAL PLC | History | Reduced | 5,600 | 633 | 0.0% | 0.02% | 1292 | -12,000 | -68.18% | Q1 2026 | May 13, 2026 |
| Conservest Capital Advisors, Inc. | History | No change | 5,594 | 632 | 0.06% | 0.06% | 1293 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| River Street Advisors LLC | History | Added to | 5,576 | 630 | 0.21% | 0.24% | 1296 | +298 | 5.65% | Q1 2026 | Apr 21, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 5,571 | 630 | 0.16% | 0.17% | 1295 | +280 | 5.29% | Q1 2026 | May 05, 2026 |
| Disciplined Investments, LLC | History | No change | 5,578 | 630 | 0.23% | 0.26% | 1294 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ALTFEST L J & CO INC | History | No change | 5,566 | 629 | 0.07% | 0.08% | 1297 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 5,544 | 627 | 0.0% | 0.0% | 1298 | +2,209 | 66.24% | Q1 2026 | May 14, 2026 |
| FULTON BANK, N.A. | History | No change | 5,534 | 625 | 0.02% | 0.02% | 1299 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 5,534 | 625 | 0.03% | 0.03% | 1300 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 5,508 | 623 | 0.28% | 0.15% | 1301 | +1,347 | 32.37% | Q1 2026 | Apr 09, 2026 |
| Gradient Investments LLC | History | Added to | 5,498 | 621 | 0.01% | 0.01% | 1302 | +2,464 | 81.21% | Q1 2026 | Apr 13, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 5,493 | 621 | 0.18% | 0.21% | 1303 | -563 | -9.3% | Q1 2026 | Apr 30, 2026 |
| IMC-Chicago, LLC | History | New | 5,485 | 620 | 0.0% | — | 1304 | +5,485 | New | Q1 2026 | May 05, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 5,478 | 619 | 0.74% | 0.59% | 1305 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 5,463 | 617 | 0.01% | 0.01% | 1306 | +388 | 7.65% | Q1 2026 | Apr 23, 2026 |
| Clarendon Private LLC | History | Added to | 5,441 | 615 | 0.47% | 0.55% | 1307 | +190 | 3.62% | Q1 2026 | May 11, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 5,417 | 612 | 0.0% | 0.0% | 1308 | -3,085 | -36.29% | Q1 2026 | May 13, 2026 |
| Stone Wealth Partners | History | Added to | 5,403 | 611 | 0.55% | 0.37% | 1309 | +2,006 | 59.05% | Q1 2026 | May 07, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 5,386 | 609 | 0.07% | 0.07% | 1311 | +89 | 1.68% | Q1 2026 | May 15, 2026 |
| Dynamic Financial Group | History | Added to | 5,390 | 609 | 0.5% | 0.57% | 1312 | +2 | 0.04% | Q1 2026 | May 12, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 5,385 | 609 | 0.05% | 0.06% | 1310 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 5,363 | 606 | 0.03% | 0.04% | 1313 | -320 | -5.63% | Q1 2026 | May 12, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 5,352 | 605 | 0.16% | 0.17% | 1314 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Investors Research Corp | History | Added to | 5,339 | 603 | 0.12% | 0.11% | 1315 | +651 | 13.89% | Q1 2026 | Apr 03, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 5,339 | 603 | 0.17% | 0.16% | 1316 | +603 | 12.73% | Q1 2026 | Apr 23, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 4,887 | 602 | 0.05% | 0.05% | 1317 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Principle Wealth Partners LLC | History | No change | 5,319 | 601 | 0.03% | 0.04% | 1318 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 5,280 | 597 | 0.0% | 0.0% | 1319 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Old North State Trust, LLC | History | No change | 5,268 | 596 | 0.35% | 0.38% | 1320 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strathmore Capital Advisors, Inc. | History | New | 4,585 | 594 | 0.17% | — | 1321 | +4,585 | New | Q1 2026 | Apr 27, 2026 |
| Palisade Asset Management, LLC | History | Added to | 5,234 | 592 | 0.06% | 0.06% | 1322 | +128 | 2.51% | Q1 2026 | Apr 14, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 5,240 | 592 | 0.11% | 0.12% | 1323 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WNY Asset Management, LLC | History | New | 5,225 | 591 | 0.06% | — | 1324 | +5,225 | New | Q1 2026 | May 22, 2026 |
| KRS Capital Management, LLC | History | No change | 5,222 | 590 | 0.36% | 0.37% | 1325 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 5,200 | 588 | 0.13% | 0.14% | 1326 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Trilogy Capital Inc. | History | Added to | 5,193 | 587 | 0.03% | 0.02% | 1327 | +1,033 | 24.83% | Q1 2026 | Apr 21, 2026 |
| EQUITABLE TRUST CO | History | No change | 5,177 | 585 | 0.03% | 0.03% | 1328 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Oak Harvest Investment Services | History | Reduced | 5,166 | 584 | 0.06% | 0.07% | 1330 | -117 | -2.21% | Q1 2026 | Apr 22, 2026 |
| Annex Advisory Services, LLC | History | No change | 5,170 | 584 | 0.01% | 0.01% | 1329 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 5,146 | 582 | 0.04% | 0.03% | 1331 | -88,750 | -94.52% | Q1 2026 | May 12, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 5,140 | 581 | 0.16% | 0.19% | 1332 | -26 | -0.5% | Q1 2026 | Apr 24, 2026 |
| Curtis Advisory Group, LLC | History | No change | 5,139 | 581 | 0.13% | 0.13% | 1333 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PARTHENON LLC | History | No change | 5,136 | 580 | 0.07% | 0.07% | 1334 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Planning Center, Inc. | History | No change | 5,136 | 580 | 0.06% | 0.06% | 1335 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 4,700 | 579 | 0.04% | 0.04% | 1336 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SFMG, LLC | History | Added to | 5,111 | 578 | 0.04% | 0.04% | 1338 | +76 | 1.51% | Q1 2026 | May 12, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 5,111 | 578 | 0.04% | 0.04% | 1337 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Segment Wealth Management, LLC | History | No change | 5,096 | 576 | 0.03% | 0.04% | 1339 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Community Bank, N.A. | History | Reduced | 5,092 | 575 | 0.07% | 0.09% | 1340 | -1,273 | -20.0% | Q1 2026 | May 12, 2026 |
| United Community Bank | History | Reduced | 5,087 | 575 | 0.19% | 0.24% | 1342 | -95 | -1.83% | Q1 2026 | Apr 24, 2026 |
| Base Wealth Management LLC | History | Reduced | 5,085 | 575 | 0.32% | 0.34% | 1343 | -17 | -0.33% | Q1 2026 | Apr 29, 2026 |
| ENZI WEALTH | History | No change | 5,091 | 575 | 0.2% | 0.22% | 1341 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 5,080 | 574 | 0.02% | 0.02% | 1344 | +1,083 | 27.1% | Q1 2026 | May 07, 2026 |
| Objective Capital Management, LLC | History | Added to | 5,053 | 571 | 0.58% | 0.63% | 1345 | +1 | 0.02% | Q1 2026 | May 04, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 5,030 | 568 | 0.05% | 0.06% | 1346 | +123 | 2.51% | Q1 2026 | Apr 15, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Reduced | 5,025 | 568 | 0.26% | 0.27% | 1347 | -10 | -0.2% | Q1 2026 | May 12, 2026 |
| Landing Point Financial Group, LLC | History | Added to | 5,006 | 566 | 0.27% | 0.19% | 1348 | +1,826 | 57.42% | Q1 2026 | May 05, 2026 |
| Prism Planning Partners LLC | History | Reduced | 4,999 | 565 | 0.67% | 0.71% | 1350 | -114 | -2.23% | Q1 2026 | May 12, 2026 |
| GenTrust, LLC | History | No change | 5,000 | 565 | 0.02% | 0.03% | 1349 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Huntleigh Advisors, Inc. | History | Reduced | 4,983 | 563 | 0.1% | 0.13% | 1351 | -1,505 | -23.2% | Q1 2026 | Apr 21, 2026 |
| Genesis Wealth Advisors, LLC | History | Reduced | 4,977 | 562 | 0.38% | 0.42% | 1352 | -25 | -0.5% | Q1 2026 | May 04, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 4,939 | 558 | 0.09% | 0.07% | 1353 | +1,560 | 46.17% | Q1 2026 | Apr 21, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 4,929 | 557 | 0.0% | — | 1354 | +4,929 | New | Q1 2026 | May 04, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 4,896 | 553 | 0.2% | 0.21% | 1355 | +4 | 0.08% | Q1 2026 | Apr 22, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 4,887 | 552 | 0.05% | — | 1356 | +4,887 | New | Q1 2026 | Apr 08, 2026 |
| Front Row Advisors LLC | History | Reduced | 4,872 | 551 | 0.19% | 0.21% | 1358 | -200 | -3.94% | Q1 2026 | May 19, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 4,878 | 551 | 0.48% | 0.54% | 1359 | -52 | -1.05% | Q1 2026 | May 04, 2026 |
| Pictet North America Advisors SA | History | No change | 4,872 | 551 | 0.05% | 0.06% | 1357 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Level Wealth Management LLC | History | No change | 4,876 | 551 | 0.26% | 0.31% | 1360 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| VICUS CAPITAL | History | Reduced | 4,861 | 549 | 0.04% | 0.06% | 1361 | -1,106 | -18.54% | Q1 2026 | Apr 22, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 4,448 | 548 | 0.04% | 0.04% | 1362 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 4,838 | 547 | 0.04% | 0.05% | 1363 | -148 | -2.97% | Q1 2026 | May 13, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 4,530 | 546 | 0.07% | 0.08% | 1365 | -482 | -9.62% | Q1 2026 | Apr 22, 2026 |
| JGP Wealth Management, LLC | History | No change | 4,836 | 546 | 0.06% | 0.06% | 1364 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Francis Financial, Inc. | History | Added to | 4,818 | 545 | 0.1% | 0.11% | 1366 | +101 | 2.14% | Q1 2026 | May 07, 2026 |
| Good Harbor Advisors, Inc. | History | Reduced | 4,820 | 545 | 0.6% | 0.7% | 1367 | -60 | -1.23% | Q1 2026 | May 05, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 4,810 | 544 | 0.13% | 0.15% | 1370 | -390 | -7.5% | Q1 2026 | Apr 17, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 4,816 | 544 | 0.03% | 0.03% | 1369 | -91 | -1.85% | Q1 2026 | May 11, 2026 |
| SB Capital Management Inc | History | No change | 4,414 | 544 | 0.2% | 0.2% | 1368 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 4,800 | 542 | 0.34% | 0.36% | 1371 | -63 | -1.3% | Q1 2026 | Apr 23, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 4,778 | 540 | 0.07% | 0.05% | 1372 | +1,713 | 55.89% | Q1 2026 | Apr 23, 2026 |
| Goldstein Advisors, LLC | History | Added to | 4,764 | 538 | 0.06% | 0.06% | 1373 | +210 | 4.61% | Q1 2026 | Apr 28, 2026 |
| Family Manage LLC | History | Reduced | 4,750 | 537 | 0.06% | 0.08% | 1374 | -304 | -6.02% | Q1 2026 | May 15, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 4,736 | 535 | 0.06% | 0.07% | 1375 | +3 | 0.06% | Q1 2026 | Apr 07, 2026 |
| Seascape Capital Management | History | No change | 4,716 | 533 | 0.15% | 0.17% | 1376 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WT Wealth Management | History | No change | 4,704 | 532 | 0.16% | 0.17% | 1377 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 4,700 | 531 | 0.1% | 0.12% | 1378 | -250 | -5.05% | Q1 2026 | Apr 15, 2026 |
| McLean Asset Management Corp | History | Added to | 4,673 | 528 | 0.09% | 0.1% | 1379 | +4 | 0.09% | Q1 2026 | Apr 22, 2026 |
| Capital Squared Financial LLC | History | Added to | 4,668 | 527 | 0.4% | 0.45% | 1381 | +29 | 0.63% | Q1 2026 | May 01, 2026 |
| Rubicon Advisors, GP | History | No change | 4,665 | 527 | 0.46% | 0.53% | 1380 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VeraBank, N.A. | History | Reduced | 4,659 | 526 | 0.1% | 0.11% | 1382 | -400 | -7.91% | Q1 2026 | May 11, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 4,656 | 526 | 0.36% | 0.4% | 1383 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 4,645 | 525 | 0.07% | 0.08% | 1384 | +46 | 1.0% | Q1 2026 | Apr 21, 2026 |
| Fusion Capital, LLC | History | Reduced | 4,634 | 524 | 0.14% | 0.17% | 1385 | -151 | -3.16% | Q1 2026 | May 13, 2026 |
| Horizon Wealth Management, LLC | History | Reduced | 4,638 | 524 | 0.08% | 0.09% | 1386 | -24 | -0.51% | Q1 2026 | Apr 24, 2026 |
| Aspen Investment Management Inc | History | Added to | 4,610 | 521 | 0.16% | 0.17% | 1387 | +56 | 1.23% | Q1 2026 | Apr 15, 2026 |
| Mengis Capital Management, Inc. | History | Reduced | 4,610 | 521 | 0.09% | 0.1% | 1388 | -48 | -1.03% | Q1 2026 | May 12, 2026 |
| New World Advisors LLC | History | Reduced | 4,613 | 521 | 0.09% | 0.1% | 1389 | -11 | -0.24% | Q1 2026 | Apr 27, 2026 |
| One Capital Management, LLC | History | No change | 4,595 | 519 | 0.01% | 0.02% | 1390 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 4,588 | 518 | 0.12% | 0.13% | 1391 | -202 | -4.22% | Q1 2026 | May 21, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 4,565 | 516 | 0.03% | 0.04% | 1392 | -268 | -5.55% | Q1 2026 | Apr 30, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 4,558 | 515 | 0.13% | 0.14% | 1394 | +148 | 3.36% | Q1 2026 | Apr 09, 2026 |
| TRUST CO OF VERMONT | History | No change | 4,179 | 515 | 0.02% | 0.02% | 1393 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BOS Asset Management, LLC | History | No change | 4,548 | 514 | 0.13% | 0.15% | 1395 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Fairway Wealth LLC | History | No change | 4,525 | 511 | 0.13% | 0.15% | 1396 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 4,517 | 510 | 0.02% | 0.02% | 1397 | -898 | -16.58% | Q1 2026 | May 18, 2026 |
| Independent Wealth Network Inc. | History | Added to | 4,513 | 510 | 0.15% | 0.17% | 1398 | +58 | 1.3% | Q1 2026 | Apr 20, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 4,503 | 509 | 0.03% | 0.04% | 1399 | -139 | -2.99% | Q1 2026 | Apr 21, 2026 |
| Sequent Planning LLC | History | Added to | 4,482 | 506 | 0.12% | 0.12% | 1400 | +672 | 17.64% | Q1 2026 | Apr 21, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Reduced | 4,463 | 504 | 0.31% | 0.35% | 1401 | -114 | -2.49% | Q1 2026 | Apr 21, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 4,452 | 503 | 0.03% | 0.04% | 1402 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FLOYD FINANCIAL GROUP LLC | History | No change | 3,986 | 503 | 0.34% | 0.33% | 1403 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 4,444 | 502 | 0.06% | 0.06% | 1404 | +408 | 10.11% | Q1 2026 | May 14, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 4,439 | 502 | 0.24% | 0.24% | 1405 | +45 | 1.02% | Q1 2026 | Apr 27, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 4,437 | 501 | 0.0% | 0.0% | 1406 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TRUEFG, LLC | History | No change | 4,437 | 501 | 0.13% | 0.15% | 1407 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 4,426 | 500 | 0.09% | 0.09% | 1408 | -80 | -1.78% | Q1 2026 | Apr 28, 2026 |
| GAMMA Investing LLC | History | Reduced | 4,414 | 499 | 0.02% | 0.04% | 1409 | -2,475 | -35.93% | Q1 2026 | Apr 06, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 4,041 | 498 | 0.02% | 0.02% | 1410 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Visionary Wealth Advisors | History | Added to | 4,385 | 496 | 0.02% | 0.02% | 1411 | +50 | 1.15% | Q1 2026 | May 13, 2026 |
| Indivisible Partners | History | No change | 4,393 | 496 | 0.04% | 0.06% | 1412 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 4,374 | 494 | 0.12% | 0.14% | 1413 | +54 | 1.25% | Q1 2026 | Apr 09, 2026 |
| Plan Group Financial, LLC | History | Added to | 4,364 | 493 | 0.12% | 0.06% | 1414 | +2,457 | 128.84% | Q1 2026 | Apr 13, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 4,356 | 492 | 0.04% | 0.04% | 1416 | +139 | 3.3% | Q1 2026 | May 04, 2026 |
| Family Office Research LLC | History | Reduced | 4,350 | 492 | 0.21% | 0.22% | 1417 | -65 | -1.47% | Q1 2026 | May 13, 2026 |
| Legacy Bridge, LLC | History | Added to | 4,355 | 492 | 0.19% | 0.22% | 1415 | +50 | 1.16% | Q1 2026 | May 14, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 4,338 | 490 | 0.04% | 0.04% | 1418 | -8 | -0.18% | Q1 2026 | May 11, 2026 |
| Oak Wealth Advisors LLC | History | Reduced | 4,325 | 489 | 0.27% | 0.37% | 1420 | -848 | -16.39% | Q1 2026 | Apr 21, 2026 |
| Sageworth Trust Co of South Dakota | History | No change | 4,330 | 489 | 0.39% | 0.44% | 1419 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 4,316 | 488 | 0.03% | 0.04% | 1421 | -924 | -17.63% | Q1 2026 | Apr 17, 2026 |
| NOVUS ADVISORS, LLC | History | Added to | 4,319 | 488 | 1.09% | 1.1% | 1422 | +326 | 8.16% | Q1 2026 | Apr 27, 2026 |
| MWA Asset Management | History | Reduced | 4,290 | 485 | 0.27% | 0.3% | 1423 | -124 | -2.81% | Q1 2026 | May 13, 2026 |
| Bank OZK | History | Reduced | 4,268 | 482 | 0.17% | 0.19% | 1424 | -11 | -0.26% | Q1 2026 | May 13, 2026 |
| O'Connor Financial Group LLC | History | Added to | 4,250 | 480 | 0.2% | 0.21% | 1425 | +42 | 1.0% | Q1 2026 | Apr 23, 2026 |
| Elm Partners Management LLC | History | Added to | 4,410 | 479 | 0.02% | 0.02% | 1426 | +4 | 0.09% | Q1 2026 | May 13, 2026 |
| Wagner Wealth Management, Corp | History | Reduced | 4,227 | 478 | 0.43% | 1.0% | 1427 | -3,987 | -48.54% | Q1 2026 | May 05, 2026 |
| Hiley Hunt Wealth Management | History | Reduced | 4,209 | 476 | 0.21% | 0.23% | 1428 | -20 | -0.47% | Q1 2026 | Apr 06, 2026 |
| GreatBanc Trust CO | History | Reduced | 4,200 | 475 | 0.33% | 0.38% | 1429 | -200 | -4.55% | Q1 2026 | Apr 30, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 4,200 | 475 | 0.07% | 0.07% | 1430 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 4,191 | 474 | 0.03% | 0.03% | 1431 | -100 | -2.33% | Q1 2026 | May 01, 2026 |
| Gibbs Wealth Management | History | Added to | 4,185 | 473 | 0.06% | 0.08% | 1433 | +1,494 | 55.52% | Q1 2026 | May 13, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 4,188 | 473 | 0.03% | 0.03% | 1432 | -331 | -7.32% | Q1 2026 | May 14, 2026 |
| PSI Advisors, LLC | History | Added to | 4,174 | 472 | 0.11% | 0.07% | 1434 | +1,813 | 76.79% | Q1 2026 | May 14, 2026 |
| IFC Advisors LLC | History | Reduced | 4,172 | 471 | 0.07% | 0.09% | 1436 | -800 | -16.09% | Q1 2026 | May 04, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 4,171 | 471 | 0.14% | 0.16% | 1435 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| RVW Wealth, LLC | History | Added to | 4,154 | 469 | 0.04% | 0.03% | 1439 | +629 | 17.84% | Q1 2026 | Apr 08, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 4,149 | 469 | 0.05% | 0.06% | 1438 | +3 | 0.07% | Q1 2026 | Apr 10, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 4,151 | 469 | 0.1% | 0.1% | 1437 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 4,154 | 469 | 0.02% | 0.02% | 1440 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | Added to | 4,143 | 468 | 0.02% | 0.02% | 1441 | +589 | 16.57% | Q1 2026 | Apr 28, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 4,136 | 467 | 0.01% | 0.01% | 1442 | -204 | -4.7% | Q1 2026 | Apr 15, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 4,129 | 466 | 0.06% | 0.06% | 1443 | -43 | -1.03% | Q1 2026 | Apr 13, 2026 |
| Mosaic Advisors LLC | History | New | 3,586 | 465 | 0.7% | — | 1444 | +3,586 | New | Q1 2026 | May 04, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 4,097 | 463 | 0.23% | 0.26% | 1445 | +4 | 0.1% | Q1 2026 | Apr 22, 2026 |
| Holland Advisory Services, Inc. | History | Added to | 4,093 | 462 | 0.62% | 0.68% | 1446 | +4 | 0.1% | Q1 2026 | Apr 07, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Reduced | 4,043 | 457 | 0.17% | 0.2% | 1447 | -150 | -3.58% | Q1 2026 | Apr 17, 2026 |
| Tradewinds, LLC. | History | No change | 3,493 | 456 | 0.15% | 0.1% | 1448 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Aviance Capital Partners, LLC | History | No change | 4,031 | 455 | 0.05% | 0.06% | 1449 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 3,945 | 454 | 0.05% | 0.07% | 1451 | +15 | 0.38% | Q1 2026 | Apr 10, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 3,688 | 454 | 0.07% | 0.07% | 1450 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| LaFleur & Godfrey LLC | History | Reduced | 4,005 | 453 | 0.06% | 0.07% | 1452 | -620 | -13.41% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 3,988 | 451 | 0.03% | 0.54% | 1453 | -58,167 | -93.58% | Q1 2026 | May 05, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 3,984 | 450 | 0.13% | 0.13% | 1454 | +360 | 9.93% | Q1 2026 | Apr 22, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 3,978 | 449 | 0.19% | 0.22% | 1456 | -188 | -4.51% | Q1 2026 | Apr 20, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 3,978 | 449 | 0.01% | 0.01% | 1455 | +3 | 0.08% | Q1 2026 | Apr 29, 2026 |
| Root Financial Partners, LLC | History | Added to | 3,962 | 448 | 0.02% | 0.0% | 1458 | +3,172 | 401.52% | Q1 2026 | Apr 24, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 3,969 | 448 | 0.11% | 0.12% | 1457 | +262 | 7.07% | Q1 2026 | Apr 09, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 3,940 | 445 | 0.08% | 0.08% | 1459 | +3 | 0.08% | Q1 2026 | May 20, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 3,927 | 444 | 0.13% | 0.43% | 1460 | -4,970 | -55.86% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 3,927 | 444 | 0.13% | 0.15% | 1461 | -131 | -3.23% | Q1 2026 | May 13, 2026 |
| Westover Capital Advisors, LLC | History | No change | 3,920 | 443 | 0.08% | 0.09% | 1462 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | No change | 3,913 | 442 | 0.11% | 0.12% | 1463 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Added to | 3,905 | 441 | 0.19% | 0.16% | 1465 | +1,070 | 37.74% | Q1 2026 | Apr 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 3,585 | 441 | 0.03% | 0.03% | 1464 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 3,883 | 439 | 0.04% | 0.07% | 1466 | -5,109 | -56.82% | Q1 2026 | May 14, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 3,880 | 438 | 0.06% | 0.06% | 1468 | +394 | 11.3% | Q1 2026 | Apr 23, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 3,360 | 438 | 0.06% | 0.07% | 1467 | +70 | 2.13% | Q1 2026 | May 11, 2026 |
| Main Street Group, LTD | History | Added to | 3,867 | 437 | 0.13% | 0.16% | 1470 | +2 | 0.05% | Q1 2026 | May 06, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | No change | 3,864 | 437 | 0.1% | 0.11% | 1469 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 3,388 | 436 | 0.14% | 0.14% | 1471 | +187 | 5.84% | Q1 2026 | May 12, 2026 |
| Crews Bank & Trust | History | Added to | 3,848 | 435 | 0.06% | 0.04% | 1473 | +1,488 | 63.05% | Q1 2026 | May 13, 2026 |
| Hidden Cove Wealth Management, LLC | History | Reduced | 3,851 | 435 | 0.28% | 0.34% | 1472 | -400 | -9.41% | Q1 2026 | Apr 21, 2026 |
| Shearwater Capital LLC | History | No change | 3,830 | 433 | 0.23% | 0.27% | 1474 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 3,818 | 431 | 0.05% | 0.08% | 1475 | -1,491 | -28.08% | Q1 2026 | Apr 27, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 3,806 | 430 | 0.05% | 0.05% | 1476 | +579 | 17.94% | Q1 2026 | Apr 23, 2026 |
| Secure Asset Management, LLC | History | Reduced | 3,793 | 428 | 0.07% | 0.08% | 1477 | -285 | -6.99% | Q1 2026 | Apr 09, 2026 |
| BancFirst Trust & Investment Management | History | Added to | 3,929 | 427 | 0.19% | 0.1% | 1479 | +2,033 | 107.23% | Q1 2026 | Apr 01, 2026 |
| Brooklyn Investment Group | History | Added to | 3,783 | 427 | 0.01% | 0.02% | 1478 | +259 | 7.35% | Q1 2026 | Apr 29, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 3,762 | 425 | 0.09% | 0.1% | 1480 | -210 | -5.29% | Q1 2026 | Apr 13, 2026 |
| Sachetta, LLC | History | Added to | 3,765 | 425 | 0.23% | 0.25% | 1481 | +13 | 0.35% | Q1 2026 | May 01, 2026 |
| Coyle Financial Counsel LLC | History | Reduced | 3,751 | 424 | 0.09% | 0.1% | 1483 | -82 | -2.14% | Q1 2026 | May 12, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 3,750 | 424 | 0.1% | 0.11% | 1482 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 3,739 | 422 | 0.03% | 0.03% | 1484 | -134 | -3.46% | Q1 2026 | Apr 16, 2026 |
| Warm Springs Advisors Inc. | History | No change | 3,736 | 422 | 0.36% | 0.36% | 1485 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 3,422 | 421 | 0.06% | 0.06% | 1486 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 3,725 | 421 | 0.3% | 0.34% | 1487 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Fairman Group, LLC | History | Added to | 3,717 | 420 | 0.36% | 0.34% | 1488 | +251 | 7.24% | Q1 2026 | Apr 23, 2026 |
| AA Financial Advisors, LLC | History | Added to | 3,712 | 419 | 0.06% | 0.07% | 1492 | +742 | 24.98% | Q1 2026 | Apr 20, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 3,713 | 419 | 0.12% | 0.13% | 1490 | -325 | -8.05% | Q1 2026 | Apr 22, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 3,713 | 419 | 0.01% | 0.01% | 1489 | +16 | 0.43% | Q1 2026 | May 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 3,705 | 419 | 0.03% | 0.03% | 1491 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Newton One Investments LLC | History | No change | 3,697 | 418 | 0.11% | 0.13% | 1493 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 3,692 | 417 | 0.06% | 0.06% | 1494 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Napier Financial, LLC | History | New | 3,686 | 416 | 0.1% | — | 1496 | +3,686 | New | Q1 2026 | May 05, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 3,680 | 416 | 0.03% | 0.03% | 1495 | +211 | 6.08% | Q1 2026 | May 12, 2026 |
| Klingman & Associates, LLC | History | Added to | 3,671 | 415 | 0.02% | 0.02% | 1497 | +189 | 5.43% | Q1 2026 | May 14, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 3,658 | 413 | 0.04% | 0.05% | 1498 | -15 | -0.41% | Q1 2026 | Apr 14, 2026 |
| Glassman Wealth Services | History | No change | 3,643 | 412 | 0.06% | 0.06% | 1499 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Old Peak Finance LLC | History | No change | 3,649 | 412 | 0.24% | 0.28% | 1500 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Global Assets Advisory, LLC | History | Added to | 3,932 | 411 | 0.12% | 0.12% | 1502 | +544 | 16.06% | Q1 2026 | May 01, 2026 |
| Legacy Trust | History | Reduced | 3,642 | 411 | 0.08% | 0.08% | 1501 | -40 | -1.09% | Q1 2026 | Apr 14, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 3,627 | 410 | 0.12% | 0.14% | 1504 | -94 | -2.53% | Q1 2026 | Apr 30, 2026 |
| Allen Capital Group, LLC | History | No change | 3,327 | 410 | 0.04% | 0.04% | 1503 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ellevest, Inc. | History | Added to | 3,609 | 408 | 0.06% | 0.06% | 1505 | +2 | 0.06% | Q1 2026 | May 11, 2026 |
| Veery Capital, LLC | History | Added to | 3,602 | 407 | 0.12% | 0.12% | 1506 | +388 | 12.07% | Q1 2026 | Apr 09, 2026 |
| Genesis Financial Group, LLC | History | No change | 3,598 | 406 | 0.26% | 0.26% | 1507 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 3,586 | 405 | 0.0% | 0.0% | 1508 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 3,572 | 404 | 0.24% | 1.23% | 1509 | -14,140 | -79.83% | Q1 2026 | Apr 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 3,576 | 404 | 0.14% | 0.16% | 1510 | +13 | 0.36% | Q1 2026 | Apr 23, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 3,275 | 403 | 0.11% | 0.11% | 1511 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HFG Advisors, Inc. | History | Reduced | 3,552 | 401 | 0.28% | 0.37% | 1512 | -614 | -14.74% | Q1 2026 | May 08, 2026 |
| Center For Asset Management LLC | History | Reduced | 3,540 | 400 | 0.2% | 0.23% | 1513 | -65 | -1.8% | Q1 2026 | Apr 16, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Reduced | 3,528 | 399 | 0.19% | 0.24% | 1514 | -480 | -11.98% | Q1 2026 | Apr 14, 2026 |
| Aurdan Capital Management, LLC | History | No change | 3,530 | 399 | 0.12% | 0.13% | 1515 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Financial Insights, Inc. | History | Reduced | 3,526 | 398 | 0.13% | 0.19% | 1516 | -991 | -21.94% | Q1 2026 | May 18, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Added to | 3,512 | 397 | 0.17% | 0.19% | 1517 | +3 | 0.09% | Q1 2026 | Apr 29, 2026 |
| Partners in Financial Planning | History | Reduced | 3,509 | 396 | 0.07% | 0.08% | 1518 | -88 | -2.45% | Q1 2026 | May 11, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Reduced | 3,499 | 395 | 0.17% | 0.2% | 1520 | -328 | -8.57% | Q1 2026 | May 05, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 3,208 | 395 | 0.28% | 0.28% | 1519 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| 6th Street Advisors, LLC | History | New | 3,488 | 394 | 0.25% | — | 1522 | +3,488 | New | Q1 2026 | May 04, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 3,486 | 394 | 0.01% | 0.01% | 1521 | +145 | 4.34% | Q1 2026 | Apr 20, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 3,478 | 393 | 0.15% | 0.32% | 1524 | -3,464 | -49.9% | Q1 2026 | Apr 24, 2026 |
| Northwest Financial Advisors | History | No change | 3,483 | 393 | 0.76% | 0.88% | 1523 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Allegheny Financial Group | History | No change | 3,456 | 390 | 0.05% | 0.06% | 1525 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Salus Financial Advisors, LLC | History | No change | 3,441 | 389 | 0.23% | 0.25% | 1526 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | Added to | 3,426 | 387 | 0.07% | 0.06% | 1527 | +780 | 29.48% | Q1 2026 | May 15, 2026 |
| Heritage Family Offices, LLP | History | Added to | 3,429 | 387 | 0.17% | 0.17% | 1529 | +470 | 15.88% | Q1 2026 | Apr 08, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | Reduced | 3,426 | 387 | 0.31% | 0.35% | 1530 | -142 | -3.98% | Q1 2026 | May 07, 2026 |
| Pullen Investment Management, LLC | History | No change | 3,428 | 387 | 0.19% | 0.22% | 1528 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| INGALLS & SNYDER LLC | History | No change | 3,409 | 386 | 0.01% | 0.02% | 1531 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 3,403 | 384 | 0.08% | 0.09% | 1534 | +185 | 5.75% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | No change | 3,403 | 384 | 0.03% | 0.03% | 1532 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Portland Global Advisors LLC | History | No change | 3,395 | 384 | 0.04% | 0.04% | 1533 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 3,380 | 382 | 0.04% | 0.04% | 1535 | +481 | 16.59% | Q1 2026 | May 01, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | No change | 3,383 | 382 | 0.24% | 0.24% | 1536 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bauman Advisory Group, LLC | History | Reduced | 3,373 | 381 | 0.27% | 0.34% | 1537 | -30 | -0.88% | Q1 2026 | May 06, 2026 |
| Dunhill Financial, LLC | History | Reduced | 3,364 | 380 | 0.09% | 0.11% | 1538 | -152 | -4.32% | Q1 2026 | May 06, 2026 |
| Moors & Cabot, Inc. | History | Added to | 3,355 | 379 | 0.02% | 0.01% | 1539 | +1,211 | 56.48% | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | Added to | 3,352 | 379 | 0.01% | 0.01% | 1540 | +256 | 8.27% | Q1 2026 | May 15, 2026 |
| Advisory Alpha, LLC | History | Added to | 3,350 | 378 | 0.01% | 0.01% | 1541 | +224 | 7.17% | Q1 2026 | May 14, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 3,344 | 378 | 0.15% | 0.16% | 1542 | +112 | 3.47% | Q1 2026 | May 04, 2026 |
| Ascension Capital Advisors, Inc. | History | Added to | 3,335 | 377 | 0.12% | 0.14% | 1543 | +56 | 1.71% | Q1 2026 | May 13, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 3,330 | 376 | 0.04% | 0.04% | 1544 | -49 | -1.45% | Q1 2026 | May 13, 2026 |
| Winslow Capital Management, LLC | History | Reduced | 3,323 | 375 | 0.0% | 0.0% | 1545 | -7,091 | -68.09% | Q1 2026 | May 14, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Reduced | 3,309 | 374 | 0.15% | 0.17% | 1546 | -57 | -1.69% | Q1 2026 | Apr 29, 2026 |
| Stiles Financial Services Inc | History | No change | 3,305 | 373 | 0.11% | 0.13% | 1547 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 3,289 | 372 | 0.13% | 0.14% | 1548 | -24 | -0.72% | Q1 2026 | Apr 29, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 3,287 | 371 | 0.28% | 0.29% | 1549 | -25 | -0.75% | Q1 2026 | Apr 17, 2026 |
| Oldfather Financial Services, LLC | History | No change | 2,998 | 369 | 0.11% | 0.11% | 1550 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Black Swift Group, LLC | History | No change | 3,256 | 368 | 0.06% | 0.07% | 1551 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 3,262 | 368 | 0.03% | 0.03% | 1552 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Truvestments Capital LLC | History | Added to | 3,247 | 367 | 0.07% | 0.07% | 1553 | +1 | 0.03% | Q1 2026 | May 13, 2026 |
| Align Financial, LLC | History | Reduced | 3,237 | 366 | 0.21% | 0.23% | 1557 | -395,756 | -99.19% | Q1 2026 | May 08, 2026 |
| Cove Private Wealth, LLC | History | New | 3,239 | 366 | 0.08% | — | 1558 | +3,239 | New | Q1 2026 | May 13, 2026 |
| Swisher Financial Concepts, Inc. | History | Reduced | 3,243 | 366 | 0.2% | 0.23% | 1556 | -28 | -0.86% | Q1 2026 | Apr 16, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 3,239 | 366 | 0.28% | 0.3% | 1555 | +1 | 0.03% | Q1 2026 | May 08, 2026 |
| KLCM Advisors, Inc. | History | No change | 3,244 | 366 | 0.03% | 0.03% | 1554 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Shira Ridge Wealth Management | History | Added to | 3,232 | 365 | 0.14% | 0.16% | 1561 | +91 | 2.9% | Q1 2026 | Apr 13, 2026 |
| SNS Financial Group, LLC | History | Reduced | 3,232 | 365 | 0.03% | 0.03% | 1559 | -10 | -0.31% | Q1 2026 | Apr 14, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 3,229 | 365 | 0.16% | 0.2% | 1560 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Freedom Day Solutions, LLC | History | Reduced | 3,224 | 364 | 0.1% | 0.11% | 1562 | -25 | -0.77% | Q1 2026 | May 05, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 3,216 | 363 | 0.02% | 0.02% | 1563 | -136 | -4.06% | Q1 2026 | Apr 09, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 3,202 | 362 | 0.01% | 0.01% | 1564 | +3 | 0.09% | Q1 2026 | Apr 21, 2026 |
| Caldwell Trust Co | History | No change | 3,205 | 362 | 0.03% | 0.04% | 1565 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Roble, Belko & Company, Inc | History | No change | 3,196 | 361 | 0.05% | 0.05% | 1566 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Paulson Wealth Management Inc. | History | No change | 3,200 | 361 | 0.08% | 0.09% | 1567 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 3,191 | 360 | 0.06% | 0.04% | 1569 | +819 | 34.53% | Q1 2026 | May 15, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 3,185 | 360 | 0.04% | 0.04% | 1568 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 3,175 | 359 | 0.0% | 0.0% | 1570 | +1,456 | 84.7% | Q1 2026 | May 14, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 3,181 | 359 | 0.14% | 0.16% | 1571 | +2 | 0.06% | Q1 2026 | Apr 29, 2026 |
| Select Asset Management & Trust | History | Reduced | 3,162 | 358 | 0.11% | 0.14% | 1572 | -504 | -13.75% | Q1 2026 | May 14, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | No change | 3,164 | 357 | 0.06% | 0.07% | 1573 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Colonial Trust Advisors | History | No change | 3,142 | 355 | 0.03% | 0.03% | 1574 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Prasad Wealth Partners, LLC | History | Reduced | 3,124 | 353 | 0.1% | 0.11% | 1575 | -93 | -2.89% | Q1 2026 | Apr 27, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Reduced | 3,118 | 352 | 0.26% | 0.32% | 1576 | -423 | -11.95% | Q1 2026 | May 08, 2026 |
| Corundum Trust Company, INC | History | New | 3,110 | 351 | 0.8% | — | 1578 | +3,110 | New | Q1 2026 | Apr 15, 2026 |
| SFAM, LLC | History | No change | 3,110 | 351 | 0.33% | 0.35% | 1577 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Global Financial Private Client, LLC | History | Added to | 3,078 | 348 | 0.11% | 0.12% | 1579 | +235 | 8.27% | Q1 2026 | Apr 20, 2026 |
| Forum Finance Group S.A. | History | New | 3,733 | 345 | 0.19% | — | 1580 | +3,733 | New | Q1 2026 | May 07, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Reduced | 3,043 | 344 | 0.05% | 0.06% | 1581 | -272 | -8.21% | Q1 2026 | Apr 10, 2026 |
| TPG Advisors LLC | History | No change | 3,044 | 344 | 0.21% | 0.23% | 1582 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BLB&B Advisors, LLC | History | Added to | 3,023 | 341 | 0.01% | 0.01% | 1583 | +526 | 21.07% | Q1 2026 | Apr 28, 2026 |
| Core Wealth Management, Inc. | History | No change | 3,017 | 341 | 0.1% | 0.12% | 1584 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Roan Capital Partners | History | New | 3,014 | 340 | 0.31% | — | 1587 | +3,014 | New | Q1 2026 | Apr 15, 2026 |
| Van Diest Capital, LLC | History | Reduced | 3,008 | 340 | 0.27% | 0.58% | 1586 | -131 | -4.17% | Q1 2026 | May 15, 2026 |
| STEPH & CO | History | No change | 3,009 | 340 | 0.1% | 0.11% | 1585 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| OFS Enterprise LLC | History | New | 2,998 | 339 | 0.1% | — | 1590 | +2,998 | New | Q1 2026 | Apr 09, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 3,003 | 339 | 0.06% | 0.06% | 1589 | -37 | -1.22% | Q1 2026 | May 01, 2026 |
| 1776 Wealth LLC | History | No change | 3,000 | 339 | 0.13% | 0.14% | 1588 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| waypoint wealth counsel | History | Reduced | 2,995 | 338 | 0.17% | 1.29% | 1591 | -25,587 | -89.52% | Q1 2026 | Apr 23, 2026 |
| Capital Advisor Network LLC | History | New | 2,996 | 338 | 0.4% | — | 1592 | +2,996 | New | Q1 2026 | May 13, 2026 |
| Riverstone Advisors, LLC | History | New | 2,965 | 335 | 0.17% | — | 1594 | +2,965 | New | Q1 2026 | Apr 21, 2026 |
| McAdam, LLC | History | Added to | 2,967 | 335 | 0.02% | 0.02% | 1593 | +303 | 11.37% | Q1 2026 | May 08, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 2,960 | 334 | 0.01% | 0.02% | 1595 | -201 | -6.36% | Q1 2026 | Apr 13, 2026 |
| RMR Wealth Builders | History | Reduced | 2,950 | 333 | 0.03% | 0.03% | 1596 | -49 | -1.63% | Q1 2026 | Apr 22, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 2,705 | 333 | 0.1% | 0.1% | 1597 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | History | New | 2,921 | 330 | 0.24% | — | 1598 | +2,921 | New | Q1 2026 | May 08, 2026 |
| Great Lakes Retirement, Inc. | History | Reduced | 2,908 | 328 | 0.03% | 0.07% | 1599 | -2,251 | -43.63% | Q1 2026 | May 06, 2026 |
| Summit Wealth Partners, LLC | History | New | 2,896 | 327 | 0.05% | — | 1602 | +2,896 | New | Q1 2026 | Apr 17, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 2,897 | 327 | 0.09% | 0.1% | 1600 | +73 | 2.58% | Q1 2026 | May 05, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | No change | 2,896 | 327 | 0.08% | 0.09% | 1601 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 2,886 | 326 | 0.07% | 0.09% | 1603 | -1,012 | -25.96% | Q1 2026 | Apr 13, 2026 |
| WESPAC Advisors SoCal, LLC | History | New | 2,867 | 324 | 0.07% | — | 1606 | +2,867 | New | Q1 2026 | Apr 15, 2026 |
| Sargent Investment Group, LLC | History | Added to | 2,865 | 324 | 0.04% | 0.04% | 1604 | +75 | 2.69% | Q1 2026 | May 11, 2026 |
| Three Cord True Wealth Management, LLC | History | No change | 2,867 | 324 | 0.18% | 0.21% | 1605 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| M. Kraus & Co | History | Reduced | 2,850 | 322 | 0.09% | 0.1% | 1607 | -150 | -5.0% | Q1 2026 | Apr 14, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Added to | 2,839 | 321 | 0.15% | 0.11% | 1610 | +368 | 14.89% | Q1 2026 | Apr 27, 2026 |
| SMITH, MOORE & CO. | History | Added to | 2,844 | 321 | 0.02% | 0.02% | 1608 | +307 | 12.1% | Q1 2026 | May 05, 2026 |
| Strategic Point Investment Advisors, LLC | History | No change | 2,840 | 321 | 0.05% | 0.05% | 1609 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 2,834 | 320 | 0.06% | 0.06% | 1612 | +353 | 14.23% | Q1 2026 | Apr 09, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | No change | 2,830 | 320 | 0.05% | 0.06% | 1611 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Beaton Management Co. Inc. | History | Added to | 2,804 | 317 | 0.14% | 0.11% | 1613 | +724 | 34.81% | Q1 2026 | May 12, 2026 |
| Delta Investment Management, LLC | History | Reduced | 2,798 | 316 | 0.06% | 0.06% | 1615 | -166 | -5.6% | Q1 2026 | May 12, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 2,796 | 316 | 0.03% | 0.04% | 1614 | -55 | -1.93% | Q1 2026 | May 08, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 2,801 | 316 | 0.03% | 0.04% | 1616 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Zullo Investment Group, Inc. | History | Added to | 2,791 | 315 | 0.12% | 0.13% | 1617 | +4 | 0.14% | Q1 2026 | Apr 15, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | No change | 2,788 | 315 | 0.06% | 0.06% | 1618 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sagace Wealth Management LLC | History | No change | 2,791 | 315 | 0.21% | 0.23% | 1619 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 2,779 | 314 | 0.05% | 0.05% | 1621 | +10 | 0.36% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Planning, LLC | History | No change | 2,781 | 314 | 0.07% | 0.08% | 1620 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vantage Financial Partners, LLC | History | No change | 2,552 | 314 | 0.06% | 0.06% | 1622 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| M3 Advisory Group, LLC | History | No change | 2,780 | 314 | 0.19% | 0.21% | 1623 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 2,772 | 313 | 0.03% | 0.04% | 1624 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 2,764 | 312 | 0.06% | 0.07% | 1625 | +145 | 5.54% | Q1 2026 | Apr 30, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 2,716 | 311 | 0.0% | 0.0% | 1627 | +2,581 | 1911.85% | Q1 2026 | May 05, 2026 |
| SP Asset Management LLC | History | Added to | 2,757 | 311 | 0.03% | 0.03% | 1628 | +2 | 0.07% | Q1 2026 | May 06, 2026 |
| MRA Advisory Group | History | Added to | 2,753 | 311 | 0.13% | 0.14% | 1626 | +1 | 0.04% | Q1 2026 | Apr 22, 2026 |
| Quent Capital, LLC | History | Reduced | 2,745 | 310 | 0.02% | 0.02% | 1629 | -13 | -0.47% | Q1 2026 | Apr 28, 2026 |
| Plum Street Advisors, LLC | History | No change | 2,741 | 310 | 0.11% | 0.12% | 1630 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | No change | 2,735 | 309 | 0.21% | 0.22% | 1631 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | No change | 2,724 | 308 | 0.17% | 0.16% | 1632 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 2,725 | 308 | 0.18% | 0.19% | 1633 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Strategic Financial Services, Inc. | History | New | 2,720 | 307 | 0.01% | — | 1638 | +2,720 | New | Q1 2026 | May 08, 2026 |
| BURNEY CO/ | History | Reduced | 2,714 | 307 | 0.01% | 0.02% | 1634 | -1,752 | -39.23% | Q1 2026 | Apr 29, 2026 |
| LJI Wealth Management, LLC | History | Added to | 2,716 | 307 | 0.05% | 0.05% | 1637 | +25 | 0.93% | Q1 2026 | May 04, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 2,720 | 307 | 0.13% | 0.14% | 1635 | +1 | 0.04% | Q1 2026 | Apr 15, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 2,718 | 307 | 0.04% | 0.05% | 1636 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 2,709 | 306 | 0.0% | 0.0% | 1640 | -243 | -8.23% | Q1 2026 | May 05, 2026 |
| JAG CAPITAL MANAGEMENT, LLC | History | No change | 2,708 | 306 | 0.03% | 0.04% | 1639 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Empowered Funds, LLC | History | New | 2,698 | 305 | 0.0% | — | 1642 | +2,698 | New | Q1 2026 | May 14, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 2,703 | 305 | 0.03% | 0.03% | 1641 | -38 | -1.39% | Q1 2026 | May 14, 2026 |
| Ellenbecker Investment Group | History | Added to | 2,696 | 304 | 0.04% | 0.05% | 1643 | +2 | 0.07% | Q1 2026 | Apr 23, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 2,685 | 303 | 0.03% | 0.03% | 1644 | +84 | 3.23% | Q1 2026 | Apr 10, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Added to | 2,677 | 302 | 0.14% | 0.17% | 1647 | +63 | 2.41% | Q1 2026 | Apr 28, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 2,675 | 302 | 0.07% | 0.08% | 1645 | +2 | 0.07% | Q1 2026 | Apr 22, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 2,671 | 302 | 0.05% | 0.06% | 1646 | +2 | 0.07% | Q1 2026 | Apr 15, 2026 |
| CIM, LLC | History | Added to | 2,663 | 301 | 0.04% | 0.04% | 1648 | +35 | 1.33% | Q1 2026 | May 18, 2026 |
| CPC Advisors, LLC | History | Reduced | 2,649 | 299 | 0.05% | 0.07% | 1651 | -3,148 | -54.3% | Q1 2026 | Apr 16, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 2,649 | 299 | 0.13% | 0.13% | 1650 | +2 | 0.08% | Q1 2026 | Apr 22, 2026 |
| Cypress Capital Group | History | No change | 2,650 | 299 | 0.03% | 0.04% | 1649 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Etesian Wealth Advisors, Inc. | History | New | 2,640 | 298 | 0.1% | — | 1653 | +2,640 | New | Q1 2026 | Apr 23, 2026 |
| Midwest Heritage Bank, FSB | History | Reduced | 2,637 | 298 | 0.1% | 0.15% | 1652 | -968 | -26.85% | Q1 2026 | Apr 15, 2026 |
| BARR E S & CO | History | Reduced | 2,620 | 296 | 0.02% | 0.02% | 1654 | -168 | -6.03% | Q1 2026 | May 13, 2026 |
| United Asset Strategies, Inc. | History | Reduced | 2,623 | 296 | 0.02% | 0.03% | 1655 | -49 | -1.83% | Q1 2026 | Apr 29, 2026 |
| Community Financial Services Group, LLC | History | Reduced | 2,576 | 295 | 0.05% | 0.06% | 1656 | -100 | -3.74% | Q1 2026 | Apr 08, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 2,612 | 295 | 0.02% | 0.03% | 1657 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gordian Advisors LLC | History | No change | 2,616 | 295 | 0.2% | 0.21% | 1658 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Florin Court Capital LLP | History | Reduced | 2,600 | 294 | 1.11% | 4.87% | 1659 | -25,800 | -90.85% | Q1 2026 | May 06, 2026 |
| L & S Advisors Inc | History | No change | 2,599 | 293 | 0.04% | 0.03% | 1660 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 2,595 | 293 | 0.08% | 0.09% | 1661 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cambridge Financial Group, LLC | History | No change | 2,591 | 293 | 0.1% | 0.09% | 1662 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 2,584 | 292 | 0.03% | — | 1663 | +2,584 | New | Q1 2026 | May 11, 2026 |
| Financial Council, LLC | History | New | 2,564 | 290 | 0.11% | — | 1668 | +2,564 | New | Q1 2026 | Apr 21, 2026 |
| Clearwave Capital, LLC | History | Added to | 2,572 | 290 | 0.2% | 0.23% | 1667 | +2 | 0.08% | Q1 2026 | Apr 29, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 2,572 | 290 | 0.18% | 0.2% | 1664 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SAM Advisors, LLC | History | No change | 2,567 | 290 | 0.09% | 0.1% | 1665 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Motiv8 Investments LLC | History | No change | 2,352 | 290 | 0.16% | 0.16% | 1666 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Blue Chip Partners, LLC | History | Reduced | 2,558 | 289 | 0.02% | 0.03% | 1670 | -597 | -18.92% | Q1 2026 | May 15, 2026 |
| Harbor Group, Inc. | History | Added to | 2,556 | 289 | 0.04% | 0.05% | 1671 | +17 | 0.67% | Q1 2026 | Apr 10, 2026 |
| DAVIDSON TRUST CO | History | No change | 2,556 | 289 | 0.12% | 0.13% | 1669 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Stewardship Advisors, LLC | History | Added to | 2,554 | 288 | 0.07% | 0.06% | 1673 | +587 | 29.84% | Q1 2026 | Apr 17, 2026 |
| WoodTrust Financial Corp | History | No change | 2,550 | 288 | 0.04% | 0.04% | 1672 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 2,552 | 288 | 0.07% | 0.08% | 1674 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 2,541 | 287 | 0.05% | 0.06% | 1675 | +171 | 7.22% | Q1 2026 | May 11, 2026 |
| OneAscent Financial Services LLC | History | Added to | 2,524 | 285 | 0.02% | 0.03% | 1676 | +301 | 13.54% | Q1 2026 | Apr 21, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 2,186 | 285 | 0.06% | 0.06% | 1677 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 2,505 | 283 | 0.1% | 0.11% | 1679 | +81 | 3.34% | Q1 2026 | Apr 21, 2026 |
| Marble Wealth, LLC | History | Added to | 2,505 | 283 | 0.05% | 0.04% | 1680 | +2 | 0.08% | Q1 2026 | May 14, 2026 |
| MAIRS & POWER INC | History | No change | 2,509 | 283 | 0.0% | 0.0% | 1678 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Talon Private Wealth, LLC | History | New | 2,499 | 282 | 0.04% | — | 1682 | +2,499 | New | Q1 2026 | May 15, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 2,500 | 282 | 0.13% | 0.15% | 1681 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 2,490 | 281 | 0.05% | 0.05% | 1683 | +1 | 0.04% | Q1 2026 | Apr 29, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | No change | 2,485 | 281 | 0.06% | 0.06% | 1684 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Zuckerman Investment Group, LLC | History | No change | 2,485 | 281 | 0.03% | 0.03% | 1685 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 2,433 | 280 | 0.08% | 0.09% | 1688 | +2 | 0.08% | Q1 2026 | Apr 08, 2026 |
| CAPE ANN SAVINGS BANK | History | No change | 2,476 | 280 | 0.14% | 0.16% | 1686 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Palouse Capital Management, Inc. | History | No change | 2,480 | 280 | 0.19% | 0.2% | 1687 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 2,471 | 279 | 0.06% | 4.62% | 1689 | -40,270 | -94.22% | Q1 2026 | Apr 22, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 2,567 | 279 | 0.02% | 0.04% | 1692 | -2,124 | -45.28% | Q1 2026 | May 05, 2026 |
| Navalign, LLC | History | No change | 2,468 | 279 | 0.07% | 0.07% | 1690 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 2,472 | 279 | 0.24% | 0.24% | 1691 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 2,461 | 278 | 0.1% | — | 1693 | +2,461 | New | Q1 2026 | May 13, 2026 |
| CoreFirst Bank & Trust | History | No change | 2,249 | 277 | 0.15% | 0.15% | 1694 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 2,448 | 276 | 0.01% | 0.02% | 1695 | +48 | 2.0% | Q1 2026 | Apr 15, 2026 |
| Curated Wealth Partners LLC | History | Reduced | 2,435 | 275 | 0.03% | 0.06% | 1697 | -2,190 | -47.35% | Q1 2026 | Apr 09, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 2,435 | 275 | 0.02% | 0.02% | 1696 | -1,099 | -31.1% | Q1 2026 | May 01, 2026 |
| Platform Technology Partners | History | Added to | 2,431 | 274 | 0.05% | 0.05% | 1699 | +391 | 19.17% | Q1 2026 | Apr 27, 2026 |
| SevenBridge Financial Group, LLC | History | No change | 2,128 | 274 | 0.04% | 0.04% | 1698 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Windsor Advisory Group, LLC | History | No change | 2,420 | 273 | 0.23% | 0.27% | 1700 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 2,077 | 273 | 0.06% | 0.06% | 1701 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Reduced | 2,404 | 272 | 0.04% | 0.04% | 1702 | -121 | -4.79% | Q1 2026 | May 15, 2026 |
| Columbus Macro, LLC | History | No change | 2,412 | 272 | 0.03% | 0.03% | 1703 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Everest Management Corp. | History | No change | 2,408 | 272 | 0.14% | 0.17% | 1704 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MONTCHANIN ASSET MANAGEMENT, LLC | History | New | 2,400 | 271 | 0.29% | — | 1705 | +2,400 | New | Q1 2026 | May 21, 2026 |
| True North Advisors, LLC | History | Reduced | 2,394 | 270 | 0.03% | 0.05% | 1706 | -738 | -23.56% | Q1 2026 | May 07, 2026 |
| Forum Private Client Group LLC | History | Reduced | 2,380 | 269 | 0.09% | 0.13% | 1708 | -684 | -22.32% | Q1 2026 | May 13, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 2,380 | 269 | 0.05% | 0.06% | 1707 | -22 | -0.92% | Q1 2026 | Apr 13, 2026 |
| Fermata Advisors, LLC | History | Reduced | 2,374 | 268 | 0.06% | 0.08% | 1709 | -246 | -9.39% | Q1 2026 | Apr 08, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,366 | 267 | 0.01% | 0.02% | 1710 | -25 | -1.05% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,356 | 266 | 0.0% | 0.0% | 1711 | +941 | 66.5% | Q1 2026 | May 01, 2026 |
| Waldron Private Wealth LLC | History | Added to | 2,360 | 266 | 0.01% | 0.01% | 1712 | +396 | 20.16% | Q1 2026 | Apr 10, 2026 |
| Wingate Wealth Advisors, Inc. | History | Reduced | 2,360 | 266 | 0.14% | 0.17% | 1713 | -129 | -5.18% | Q1 2026 | May 01, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 2,346 | 265 | 0.11% | 0.11% | 1714 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Seros Financial, LLC | History | Reduced | 2,342 | 264 | 0.17% | 0.36% | 1717 | -2,613 | -52.73% | Q1 2026 | May 05, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 2,342 | 264 | 0.0% | 0.0% | 1715 | -934 | -28.51% | Q1 2026 | May 06, 2026 |
| Chesapeake Wealth Management | History | Reduced | 2,341 | 264 | 0.08% | 0.09% | 1716 | -239 | -9.26% | Q1 2026 | May 18, 2026 |
| Michels Family Financial, LLC | History | Added to | 2,342 | 264 | 0.19% | 0.21% | 1718 | +2 | 0.09% | Q1 2026 | Apr 24, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 2,342 | 264 | 0.12% | 0.12% | 1719 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Nicollet Investment Management, Inc. | History | New | 2,324 | 263 | 0.09% | — | 1722 | +2,324 | New | Q1 2026 | May 13, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 2,328 | 263 | 0.12% | 0.13% | 1720 | -139 | -5.63% | Q1 2026 | Apr 28, 2026 |
| Capital Management Associates, Inc | History | Added to | 2,329 | 263 | 0.06% | 0.06% | 1721 | +2 | 0.09% | Q1 2026 | Apr 22, 2026 |
| Charles Schwab Trust Co | History | Reduced | 2,319 | 262 | 0.02% | 0.03% | 1723 | -1,655 | -41.65% | Q1 2026 | Apr 10, 2026 |
| EVERPAR ADVISORS LLC | History | Reduced | 2,323 | 262 | 0.09% | 0.14% | 1724 | -801 | -25.64% | Q1 2026 | Apr 21, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | No change | 2,308 | 261 | 0.17% | 0.19% | 1725 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Triton Financial Group Inc | History | New | 2,200 | 260 | 0.45% | — | 1729 | +2,200 | New | Q1 2026 | May 15, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 2,306 | 260 | 0.15% | 0.17% | 1728 | +126 | 5.78% | Q1 2026 | Apr 22, 2026 |
| OPINICUS CAPITAL, INC. | History | Reduced | 2,302 | 260 | 0.18% | 0.2% | 1727 | -24 | -1.03% | Q1 2026 | May 05, 2026 |
| Mathes Company, Inc. | History | No change | 2,300 | 260 | 0.09% | 0.1% | 1726 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Magnolia Private Wealth, LLC | History | New | 2,295 | 259 | 0.17% | — | 1733 | +2,295 | New | Q1 2026 | Apr 21, 2026 |
| Clarity Capital Advisors, LLC | History | Reduced | 2,296 | 259 | 0.12% | 0.15% | 1732 | -70 | -2.96% | Q1 2026 | Apr 09, 2026 |
| Traveka Wealth, LLC | History | Added to | 2,297 | 259 | 0.1% | 0.11% | 1730 | +58 | 2.59% | Q1 2026 | Apr 22, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 2,292 | 259 | 0.06% | 0.06% | 1731 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 2,285 | 258 | 0.16% | 0.19% | 1734 | +2 | 0.09% | Q1 2026 | Apr 20, 2026 |
| Legacy Financial Strategies, LLC | History | Added to | 2,276 | 257 | 0.05% | 0.05% | 1735 | +60 | 2.71% | Q1 2026 | Apr 30, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 2,276 | 257 | 0.01% | 0.02% | 1736 | +1 | 0.04% | Q1 2026 | Apr 29, 2026 |
| Crew Capital Management, Ltd | History | Reduced | 2,263 | 255 | 0.17% | 0.18% | 1737 | -85 | -3.62% | Q1 2026 | Apr 22, 2026 |
| Walsh & Associates, LLC | History | Reduced | 2,232 | 252 | 0.25% | 0.27% | 1739 | -9 | -0.4% | Q1 2026 | May 15, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 2,197 | 252 | 0.02% | 0.02% | 1738 | +1 | 0.05% | Q1 2026 | Apr 07, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | New | 2,227 | 251 | 0.03% | — | 1741 | +2,227 | New | Q1 2026 | Apr 30, 2026 |
| Summit Wealth Group, LLC | History | No change | 2,223 | 251 | 0.06% | 0.06% | 1740 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Total Wealth Planning, LLC | History | No change | 2,028 | 250 | 0.53% | 0.53% | 1742 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BAYBAN | History | Reduced | 2,206 | 249 | 0.22% | 0.25% | 1743 | -82 | -3.58% | Q1 2026 | Apr 24, 2026 |
| JSF Financial, LLC | History | Added to | 2,193 | 248 | 0.05% | 0.06% | 1745 | +1 | 0.05% | Q1 2026 | May 07, 2026 |
| Cordatus Wealth Management LLC | History | No change | 2,200 | 248 | 0.06% | 0.06% | 1744 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Elevation Advisory Partners LLC | History | New | 1,971 | 247 | 0.23% | — | 1748 | +1,971 | New | Q1 2026 | May 08, 2026 |
| First Bank & Trust | History | No change | 2,184 | 247 | 0.04% | 0.04% | 1746 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| SACHEM HILL LLC | History | No change | 2,185 | 247 | 0.05% | 0.05% | 1747 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FSA Advisors, Inc. | History | New | 2,178 | 246 | 0.16% | — | 1752 | +2,178 | New | Q1 2026 | May 06, 2026 |
| Guardian Capital, LLC | History | Reduced | 2,177 | 246 | 0.24% | 0.35% | 1750 | -1,033 | -32.18% | Q1 2026 | May 11, 2026 |
| TMB Capital Partners, LLC | History | Reduced | 2,177 | 246 | 0.08% | 0.12% | 1751 | -766 | -26.03% | Q1 2026 | May 08, 2026 |
| Fortis Advisors, LLC | History | No change | 2,176 | 246 | 0.12% | 0.15% | 1749 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Western Financial Corp/CA | History | Reduced | 2,169 | 245 | 0.1% | 0.11% | 1755 | -15 | -0.69% | Q1 2026 | Apr 22, 2026 |
| Bangor Savings Bank | History | Reduced | 2,167 | 245 | 0.02% | 0.02% | 1753 | -2 | -0.09% | Q1 2026 | Apr 01, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 2,168 | 245 | 0.02% | 0.02% | 1754 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 2,173 | 245 | 0.05% | 0.06% | 1756 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 2,161 | 244 | 0.03% | 0.04% | 1759 | -180 | -7.69% | Q1 2026 | Apr 17, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 2,164 | 244 | 0.02% | 0.02% | 1758 | +33 | 1.55% | Q1 2026 | May 15, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 2,160 | 244 | 0.03% | 0.03% | 1757 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Mallini Complete Financial Planning LLC | History | No change | 2,164 | 244 | 0.19% | 0.21% | 1760 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Portland Financial Advisors Inc | History | No change | 2,164 | 244 | 0.51% | 0.57% | 1761 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 2,149 | 243 | 0.12% | 0.13% | 1764 | +69 | 3.32% | Q1 2026 | Apr 30, 2026 |
| Human Investing LLC | History | Reduced | 2,149 | 243 | 0.04% | 0.04% | 1763 | -44 | -2.01% | Q1 2026 | May 07, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 2,151 | 243 | 0.02% | 0.03% | 1762 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 2,144 | 242 | 0.07% | 0.07% | 1765 | +196 | 10.06% | Q1 2026 | May 05, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 2,145 | 242 | 0.13% | 0.15% | 1766 | -87 | -3.9% | Q1 2026 | May 13, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | No change | 2,137 | 241 | 0.11% | 0.12% | 1767 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Colonial Trust Co / SC | History | No change | 2,139 | 241 | 0.03% | 0.04% | 1768 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Allred Capital Management, LLC | History | Reduced | 2,126 | 240 | 0.09% | 0.1% | 1769 | -75 | -3.41% | Q1 2026 | May 13, 2026 |
| Menard Financial Group LLC | History | No change | 2,129 | 240 | 0.17% | 0.18% | 1770 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Performance Wealth Partners, LLC | History | No change | 2,124 | 240 | 0.01% | 0.01% | 1771 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Impact Capital Partners LLC | History | No change | 2,124 | 240 | 0.07% | 0.08% | 1772 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Michael Brady & Co., LLC | History | Added to | 2,119 | 239 | 0.24% | 0.26% | 1773 | +2 | 0.09% | Q1 2026 | Apr 15, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 2,105 | 238 | 0.0% | 0.0% | 1775 | -80 | -3.66% | Q1 2026 | May 15, 2026 |
| Ledyard National Bank | History | No change | 2,109 | 238 | 0.02% | 0.02% | 1774 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 2,103 | 237 | 0.03% | 0.03% | 1776 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bragg Financial Advisors, Inc | History | New | 2,090 | 236 | 0.01% | — | 1779 | +2,090 | New | Q1 2026 | May 15, 2026 |
| ANB BANK | History | Reduced | 2,088 | 236 | 0.1% | 0.11% | 1778 | -69 | -3.2% | Q1 2026 | May 06, 2026 |
| Legacy Private Trust Co. | History | No change | 2,088 | 236 | 0.01% | 0.02% | 1777 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Sharp Wealth Advisory, LLC | History | Reduced | 2,086 | 235 | 0.12% | 3.61% | 1780 | -56,091 | -96.41% | Q1 2026 | Apr 27, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 2,082 | 235 | 0.21% | 0.25% | 1781 | -154 | -6.89% | Q1 2026 | May 06, 2026 |
| WADDELL & ASSOCIATES, LLC | History | New | 2,071 | 234 | 0.01% | — | 1783 | +2,071 | New | Q1 2026 | May 11, 2026 |
| Orange Investment Advisors, Inc. | History | No change | 2,075 | 234 | 0.03% | 0.03% | 1782 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| David J Yvars Group | History | Reduced | 2,067 | 233 | 0.13% | 0.16% | 1785 | -345 | -14.3% | Q1 2026 | Apr 08, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 2,063 | 233 | 0.03% | 0.03% | 1784 | +30 | 1.48% | Q1 2026 | Apr 08, 2026 |
| Aspen Wealth Management LLC | History | Added to | 2,052 | 232 | 0.05% | 0.05% | 1786 | +2 | 0.1% | Q1 2026 | Apr 01, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 2,055 | 232 | 0.15% | 0.17% | 1787 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Horizon Investments, LLC | History | Added to | 2,044 | 231 | 0.0% | 0.0% | 1788 | +923 | 82.34% | Q1 2026 | May 14, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 1,856 | 231 | 0.01% | 0.02% | 1789 | -450 | -19.51% | Q1 2026 | Apr 20, 2026 |
| Argentarii, LLC | History | No change | 2,044 | 231 | 0.08% | 0.08% | 1790 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 2,036 | 230 | 0.08% | 0.05% | 1793 | +971 | 91.17% | Q1 2026 | May 05, 2026 |
| WESPAC Advisors, LLC | History | No change | 2,039 | 230 | 0.13% | 0.14% | 1791 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 2,040 | 230 | 0.15% | 0.17% | 1792 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Montis Financial, LLC | History | New | 2,026 | 229 | 0.05% | — | 1794 | +2,026 | New | Q1 2026 | May 11, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 2,024 | 228 | 0.07% | 0.1% | 1795 | -783 | -27.89% | Q1 2026 | Apr 30, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 2,021 | 228 | 0.03% | 0.04% | 1796 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Tranquility Partners, LLC | History | Added to | 2,011 | 227 | 0.09% | 0.09% | 1797 | +38 | 1.93% | Q1 2026 | Apr 20, 2026 |
| Stelac Advisory Services LLC | History | New | 2,000 | 226 | 0.05% | — | 1803 | +2,000 | New | Q1 2026 | May 08, 2026 |
| RDA Financial Network | History | Added to | 2,002 | 226 | 0.06% | 0.05% | 1801 | +332 | 19.88% | Q1 2026 | Apr 08, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 2,004 | 226 | 0.01% | 0.01% | 1798 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Belvedere Trading LLC | History | No change | 2,000 | 226 | 0.0% | 0.0% | 1799 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Princeton Global Asset Management LLC | History | No change | 2,005 | 226 | 0.04% | 0.04% | 1800 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Western Reserve Capital Management, LLC | History | No change | 2,000 | 226 | 0.19% | 0.23% | 1802 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Integris Wealth Management, LLC | History | No change | 1,991 | 225 | 0.05% | 0.06% | 1804 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 1,992 | 225 | 0.13% | 0.16% | 1805 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Reduced | 1,981 | 224 | 0.11% | 0.11% | 1806 | -18 | -0.9% | Q1 2026 | May 08, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 1,977 | 223 | 0.01% | 0.01% | 1809 | +16 | 0.82% | Q1 2026 | Apr 16, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 1,976 | 223 | 0.01% | 0.01% | 1807 | +1 | 0.05% | Q1 2026 | May 13, 2026 |
| North Forty Two & Co. | History | No change | 1,972 | 223 | 0.21% | 0.23% | 1808 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 1,969 | 222 | 0.02% | 0.02% | 1811 | +341 | 20.95% | Q1 2026 | Apr 24, 2026 |
| REAP Financial Group, LLC | History | Added to | 1,963 | 222 | 0.04% | 0.05% | 1812 | +82 | 4.36% | Q1 2026 | May 11, 2026 |
| SHP Wealth Management | History | Reduced | 1,970 | 222 | 0.02% | 0.02% | 1810 | -27 | -1.35% | Q1 2026 | May 08, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 1,955 | 221 | 0.23% | 0.26% | 1813 | -72 | -3.55% | Q1 2026 | Apr 23, 2026 |
| AIRE ADVISORS, LLC | History | No change | 1,952 | 220 | 0.04% | 0.04% | 1814 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Reduced | 1,944 | 219 | 0.02% | 0.02% | 1815 | -209 | -9.71% | Q1 2026 | May 13, 2026 |
| E&G Advisors, LP | History | Added to | 1,940 | 219 | 0.05% | 0.05% | 1816 | +100 | 5.43% | Q1 2026 | Apr 21, 2026 |
| DB Fitzpatrick & Co, Inc | History | Reduced | 1,937 | 219 | 0.19% | 0.22% | 1817 | -96 | -4.72% | Q1 2026 | Apr 27, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1,940 | 219 | 0.02% | 0.03% | 1818 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Wellington Grp LLC | History | Added to | 1,933 | 218 | 0.07% | 0.01% | 1821 | +1,605 | 489.33% | Q1 2026 | May 22, 2026 |
| Willis Investment Counsel | History | No change | 1,929 | 218 | 0.01% | 0.01% | 1819 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 1,933 | 218 | 0.02% | 0.02% | 1820 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Plan A Wealth LLC | History | No change | 1,921 | 217 | 0.1% | 0.12% | 1822 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Imprint Wealth LLC | History | No change | 1,917 | 216 | 0.99% | 1.1% | 1823 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Black Diamond Financial, LLC | History | New | 1,901 | 215 | 0.02% | — | 1825 | +1,901 | New | Q1 2026 | May 05, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | New | 1,603 | 215 | 0.08% | — | 1824 | +1,603 | New | Q1 2026 | May 08, 2026 |
| KTF INVESTMENTS, LLC | History | Reduced | 1,900 | 214 | 0.04% | 0.04% | 1828 | -100 | -5.0% | Q1 2026 | May 04, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 1,894 | 214 | 0.01% | 0.01% | 1826 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 1,898 | 214 | 0.1% | 0.1% | 1827 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Jacksonville Wealth Management, LLC | History | New | 1,890 | 213 | 0.14% | — | 1830 | +1,890 | New | Q1 2026 | Apr 28, 2026 |
| Axim Planning & Wealth | History | Reduced | 1,888 | 213 | 0.26% | 0.25% | 1829 | -33 | -1.72% | Q1 2026 | May 14, 2026 |
| TrueWealth Financial Partners | History | New | 1,883 | 212 | 0.08% | — | 1834 | +1,883 | New | Q1 2026 | May 20, 2026 |
| Midwest Financial Partners Investments, Inc. | History | No change | 1,880 | 212 | 0.11% | 0.13% | 1831 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 1,726 | 212 | 0.07% | 0.07% | 1832 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 1,879 | 212 | 0.03% | 0.03% | 1833 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Covenant Asset Management, LLC | History | No change | 1,869 | 211 | 0.03% | 0.03% | 1835 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Maxele Advisors, LLC | History | No change | 1,715 | 211 | 0.17% | 0.17% | 1836 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Ignite Planners, LLC | History | Reduced | 1,860 | 210 | 0.03% | 0.04% | 1838 | -88 | -4.52% | Q1 2026 | Apr 17, 2026 |
| Inlight Wealth Management, LLC | History | No change | 210,897 | 210 | 0.08% | 0.08% | 1837 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Independent Wealth Advisors LLC | History | New | 1,852 | 209 | 0.21% | — | 1840 | +1,852 | New | Q1 2026 | May 22, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 1,855 | 209 | 0.02% | 0.02% | 1839 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 1,840 | 208 | 0.03% | 0.03% | 1841 | -200 | -9.8% | Q1 2026 | May 14, 2026 |
| Inscription Capital, LLC | History | Added to | 1,840 | 208 | 0.02% | 0.02% | 1842 | +2 | 0.11% | Q1 2026 | Apr 20, 2026 |
| Rockline Wealth Management, LLC | History | No change | 1,841 | 208 | 0.05% | 0.05% | 1843 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Maple Capital Management, Inc. | History | Reduced | 1,832 | 207 | 0.01% | 0.01% | 1844 | -16 | -0.87% | Q1 2026 | May 08, 2026 |
| Solidarity Wealth, LLC | History | No change | 1,830 | 206 | 0.04% | 0.05% | 1845 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Alpha Financial Partners LLC | History | New | 1,815 | 205 | 0.12% | — | 1848 | +1,815 | New | Q1 2026 | May 13, 2026 |
| BFSG, LLC | History | No change | 1,814 | 205 | 0.02% | 0.02% | 1846 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Green Ridge Wealth Planning LLC | History | No change | 1,817 | 205 | 0.11% | 0.11% | 1847 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Redwood Financial Network Corp | History | New | 1,812 | 204 | 0.13% | — | 1852 | +1,812 | New | Q1 2026 | May 14, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Reduced | 1,805 | 204 | 0.02% | 0.03% | 1849 | -1 | -0.06% | Q1 2026 | May 04, 2026 |
| Abound Wealth Management | History | Added to | 1,807 | 204 | 0.05% | 0.05% | 1850 | +1 | 0.06% | Q1 2026 | Apr 10, 2026 |
| Kagan Cocozza Asset Management | History | No change | 1,808 | 204 | 0.14% | 0.16% | 1851 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 1,800 | 203 | 0.05% | 0.08% | 1856 | -1,000 | -35.71% | Q1 2026 | Apr 17, 2026 |
| DV Trading LLC | History | Added to | 1,800 | 203 | 0.0% | 0.0% | 1853 | +942 | 109.79% | Q1 2026 | May 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 1,795 | 203 | 0.02% | 0.02% | 1854 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bill Few Associates, Inc. | History | No change | 1,798 | 203 | 0.05% | 0.05% | 1855 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Roundview Capital LLC | History | New | 1,794 | 202 | 0.01% | — | 1859 | +1,794 | New | Q1 2026 | May 08, 2026 |
| Geneva Partners, LLC | History | Reduced | 1,787 | 202 | 0.1% | 0.1% | 1858 | -474 | -20.96% | Q1 2026 | Apr 29, 2026 |
| Asset Dedication, LLC | History | No change | 1,643 | 202 | 0.01% | 0.01% | 1857 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Wellment Financial | History | Reduced | 1,779 | 201 | 0.25% | 0.37% | 1860 | -801 | -31.05% | Q1 2026 | Apr 28, 2026 |
| Integrity Wealth Partners, LLC | History | New | 1,777 | 200 | 0.18% | — | 1865 | +1,777 | New | Q1 2026 | Apr 27, 2026 |
| Falcon Wealth Planning | History | New | 1,775 | 200 | 0.01% | — | 1864 | +1,775 | New | Q1 2026 | Apr 20, 2026 |
| CDKV HOLDINGS LLC | History | Added to | 1,775 | 200 | 0.18% | 0.06% | 1862 | +1,200 | 208.7% | Q1 2026 | May 01, 2026 |
| Braeburn Wealth Management LLC | History | Added to | 1,773 | 200 | 0.11% | 0.11% | 1863 | +16 | 0.91% | Q1 2026 | Apr 17, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 1,771 | 200 | 0.02% | 0.02% | 1861 | +1 | 0.06% | Q1 2026 | Apr 29, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 1,718 | 194 | 0.01% | 0.02% | 1866 | -431 | -20.06% | Q1 2026 | May 12, 2026 |
| Indiana Trust & Investment Management Co | History | Added to | 1,712 | 193 | 0.06% | 0.05% | 1867 | +259 | 17.83% | Q1 2026 | Apr 28, 2026 |
| Addison Advisors LLC | History | Added to | 1,704 | 192 | 0.04% | 0.04% | 1868 | +168 | 10.94% | Q1 2026 | May 08, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Reduced | 1,677 | 189 | 0.05% | 0.06% | 1869 | -219 | -11.55% | Q1 2026 | Apr 27, 2026 |
| Sankala Group LLC | History | No change | 1,691 | 187 | 0.15% | 0.16% | 1870 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| Hendershot Investments Inc. | History | Added to | 1,627 | 183 | 0.02% | 0.03% | 1871 | +1 | 0.06% | Q1 2026 | Apr 27, 2026 |
| Arkos Global Advisors | History | Reduced | 1,612 | 182 | 0.02% | 0.03% | 1872 | -101 | -5.9% | Q1 2026 | May 13, 2026 |
| Central Pacific Bank - Trust Division | History | New | 1,585 | 179 | 0.02% | — | 1873 | +1,585 | New | Q1 2026 | Apr 07, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 1,545 | 174 | 0.11% | 0.14% | 1874 | -88 | -5.39% | Q1 2026 | Apr 14, 2026 |
| First PREMIER Bank | History | No change | 1,530 | 173 | 0.04% | 0.04% | 1875 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 1,522 | 172 | 0.11% | 0.11% | 1876 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1,506 | 170 | 0.02% | — | 1877 | +1,506 | New | Q1 2026 | May 11, 2026 |
| Hamilton Point Investment Advisors, LLC | History | Reduced | 1,496 | 169 | 0.03% | 0.03% | 1878 | -202 | -11.9% | Q1 2026 | May 06, 2026 |
| Safe Harbor Family Capital, LLC | History | No change | 1,454 | 164 | 0.13% | 0.16% | 1879 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Team Financial Group, LLC | History | Added to | 1,418 | 160 | 0.07% | 0.07% | 1880 | +101 | 7.67% | Q1 2026 | May 01, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 1,405 | 159 | 0.02% | 0.01% | 1881 | +374 | 36.28% | Q1 2026 | May 06, 2026 |
| Atlantic Private Wealth, LLC | History | Reduced | 1,414 | 159 | 0.1% | 0.12% | 1882 | -174 | -10.96% | Q1 2026 | May 08, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,351 | 152 | 0.13% | 0.14% | 1883 | +1 | 0.07% | Q1 2026 | Apr 22, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,337 | 151 | 0.02% | 0.02% | 1884 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 1,318 | 149 | 0.02% | 0.02% | 1886 | -51 | -3.73% | Q1 2026 | May 04, 2026 |
| Cardinal Strategic Wealth Guidance | History | No change | 1,326 | 149 | 0.04% | 0.04% | 1885 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Red Tortoise LLC | History | No change | 1,316 | 148 | 0.06% | 0.07% | 1887 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 1,258 | 142 | 0.04% | 0.06% | 1888 | -885 | -41.3% | Q1 2026 | Apr 22, 2026 |
| TFC Financial Management, Inc. | History | New | 1,246 | 140 | 0.02% | — | 1890 | +1,246 | New | Q1 2026 | Apr 23, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 1,240 | 140 | 0.08% | 0.06% | 1889 | +480 | 63.16% | Q1 2026 | May 05, 2026 |
| Basepoint Wealth LLC | History | Reduced | 1,214 | 137 | 0.08% | 0.12% | 1891 | -366 | -23.16% | Q1 2026 | May 07, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 1,200 | 135 | 0.07% | 0.08% | 1892 | -59 | -4.69% | Q1 2026 | Apr 13, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 1,047 | 134 | 0.16% | 0.17% | 1894 | +1 | 0.1% | Q1 2026 | Apr 29, 2026 |
| BankPlus Trust Department | History | No change | 1,190 | 134 | 0.04% | 0.04% | 1893 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clearstead Trust, LLC | History | No change | 1,168 | 132 | 0.02% | 0.02% | 1895 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 1,114 | 126 | 0.01% | 0.01% | 1896 | -550 | -33.05% | Q1 2026 | May 14, 2026 |
| Peck Wealth Management, LLC | History | No change | 1,119 | 126 | 0.13% | 0.13% | 1897 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Your Advocates Ltd., LLP | History | New | 1,111 | 125 | 0.04% | — | 1899 | +1,111 | New | Q1 2026 | Apr 29, 2026 |
| Insight Inv LLC | History | No change | 1,113 | 125 | 0.07% | 0.08% | 1898 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| RHL GROUP, LLC | History | Reduced | 1,102 | 124 | 0.11% | 0.91% | 1900 | -8,039 | -87.94% | Q1 2026 | May 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 1,092 | 123 | 0.07% | 0.07% | 1901 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| West Branch Capital LLC | History | Added to | 1,087 | 122 | 0.03% | 0.03% | 1902 | +1 | 0.09% | Q1 2026 | Apr 14, 2026 |
| Milestone Investment Advisors LLC | History | No change | 1,076 | 121 | 0.03% | 0.03% | 1903 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Realta Investment Advisors | History | Added to | 1,061 | 120 | 0.04% | 0.04% | 1904 | +38 | 3.71% | Q1 2026 | Apr 22, 2026 |
| Bulwark Capital Corp | History | No change | 1,044 | 118 | 0.07% | 0.09% | 1905 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,035 | 117 | 0.06% | 0.07% | 1906 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 1,027 | 116 | 0.0% | 0.0% | 1907 | +62 | 6.42% | Q1 2026 | May 01, 2026 |
| Hoese & Co LLP | History | No change | 1,032 | 116 | 0.09% | 0.09% | 1908 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Register Financial Advisors LLC | History | No change | 1,023 | 115 | 0.04% | 0.05% | 1909 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Anchor Investment Management, LLC | History | Added to | 1,009 | 114 | 0.01% | 0.01% | 1910 | +1 | 0.1% | Q1 2026 | May 01, 2026 |
| JDM Financial Group LLC | History | No change | 996 | 112 | 0.04% | 0.05% | 1911 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Holos Integrated Wealth LLC | History | No change | 957 | 110 | 0.06% | 0.07% | 1912 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MGB Wealth Management, LLC | History | No change | 892 | 109 | 0.03% | 0.03% | 1913 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 950 | 107 | 0.04% | 0.04% | 1914 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rice Partnership, LLC | History | Added to | 940 | 106 | 0.01% | 0.01% | 1915 | +218 | 30.19% | Q1 2026 | May 07, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 936 | 105 | 0.08% | 0.09% | 1916 | -11 | -1.16% | Q1 2026 | Apr 21, 2026 |
| MOTCO | History | No change | 920 | 104 | 0.01% | 0.01% | 1917 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 914 | 103 | 0.05% | — | 1920 | +914 | New | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | Reduced | 917 | 103 | 0.0% | 0.01% | 1918 | -128 | -12.25% | Q1 2026 | May 05, 2026 |
| Frankly Finances, LLC | History | No change | 912 | 103 | 0.09% | 0.11% | 1919 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 884 | 99 | 0.07% | 0.08% | 1921 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| High Point Wealth Management, LLC | History | Added to | 874 | 98 | 0.09% | 0.1% | 1923 | +1 | 0.11% | Q1 2026 | Apr 08, 2026 |
| Balentine LLC | History | No change | 874 | 98 | 0.0% | 0.0% | 1922 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 865 | 97 | 0.01% | 0.01% | 1924 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Trask Adam Roland | History | New | 850 | 96 | 0.09% | — | 1926 | +850 | New | Q1 2026 | May 15, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 854 | 96 | 0.01% | 0.01% | 1925 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Armor Investment Advisors, LLC | History | No change | 838 | 94 | 0.03% | 0.04% | 1927 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Black Cypress Capital Management, LLC | History | No change | 839 | 94 | 0.07% | 0.07% | 1928 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wealth Preservation Advisors, LLC | History | Reduced | 805 | 91 | 0.08% | 0.28% | 1929 | -3,688 | -82.08% | Q1 2026 | May 15, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 774 | 88 | 0.03% | 0.03% | 1930 | -64 | -7.64% | Q1 2026 | May 12, 2026 |
| Collier Financial | History | Added to | 781 | 88 | 0.07% | 0.07% | 1931 | +1 | 0.13% | Q1 2026 | May 11, 2026 |
| Birchwood Financial Partners, Inc. | History | Reduced | 743 | 84 | 0.08% | 0.09% | 1932 | -18 | -2.37% | Q1 2026 | May 05, 2026 |
| City State Bank | History | Added to | 726 | 82 | 0.02% | 0.02% | 1933 | +120 | 19.8% | Q1 2026 | Apr 20, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 727 | 82 | 0.04% | 0.04% | 1934 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Noble Wealth Management PBC | History | No change | 725 | 82 | 0.04% | 0.04% | 1935 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Aspect Partners, LLC | History | No change | 720 | 81 | 0.03% | 0.04% | 1936 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 714 | 80 | 0.03% | — | 1939 | +714 | New | Q1 2026 | Apr 28, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 704 | 80 | 0.06% | 0.06% | 1937 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 708 | 80 | 0.02% | 0.02% | 1938 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 689 | 77 | 0.01% | 0.01% | 1940 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | New | 664 | 75 | 0.0% | — | 1941 | +664 | New | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | New | 650 | 73 | 0.0% | — | 1942 | +650 | New | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 640 | 72 | 0.0% | 0.0% | 1943 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | Added to | 630 | 71 | 0.01% | 0.01% | 1944 | +75 | 13.51% | Q1 2026 | May 04, 2026 |
| IAG Wealth Partners, LLC | History | No change | 625 | 70 | 0.01% | 0.01% | 1945 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 613 | 69 | 0.01% | 0.01% | 1947 | +236 | 62.6% | Q1 2026 | Apr 21, 2026 |
| Capital Investment Counsel, Inc | History | No change | 612 | 69 | 0.01% | 0.01% | 1946 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Corsicana & Co. | History | No change | 736 | 68 | 0.04% | 0.05% | 1948 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 610 | 68 | 0.05% | 0.06% | 1949 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Financial Life Planners | History | New | 591 | 66 | 0.05% | — | 1950 | +591 | New | Q1 2026 | Apr 24, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 576 | 65 | 0.0% | 0.0% | 1951 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Roxbury Financial LLC | History | No change | 581 | 65 | 0.06% | 0.06% | 1952 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HighMark Wealth Management LLC | History | Added to | 569 | 64 | 0.03% | 0.02% | 1953 | +90 | 18.79% | Q1 2026 | May 05, 2026 |
| Graney & King, LLC | History | Reduced | 567 | 64 | 0.03% | 0.04% | 1954 | -9 | -1.56% | Q1 2026 | May 18, 2026 |
| Kozak & Associates, Inc. | History | No change | 507 | 61 | 0.01% | 0.01% | 1955 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ADIRONDACK TRUST CO | History | No change | 537 | 60 | 0.02% | 0.02% | 1956 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 536 | 60 | 0.05% | 0.05% | 1957 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Independence Bank of Kentucky | History | No change | 525 | 59 | 0.01% | 0.01% | 1958 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CURIO WEALTH, LLC | History | No change | 519 | 58 | 0.02% | 0.02% | 1959 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TD Capital Management LLC | History | New | 502 | 56 | 0.01% | — | 1961 | +502 | New | Q1 2026 | May 11, 2026 |
| True Wealth Design, LLC | History | No change | 501 | 56 | 0.02% | 0.02% | 1960 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | New | 492 | 55 | 0.01% | — | 1963 | +492 | New | Q1 2026 | Apr 28, 2026 |
| Financial Connections Group, Inc. | History | Added to | 490 | 55 | 0.02% | 0.02% | 1962 | +110 | 28.95% | Q1 2026 | May 01, 2026 |
| Nemes Rush Group LLC | History | Reduced | 485 | 54 | 0.01% | 0.01% | 1964 | -330 | -40.49% | Q1 2026 | Apr 21, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 460 | 52 | 0.01% | 0.01% | 1965 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 452 | 51 | 0.02% | 0.03% | 1966 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 445 | 50 | 0.01% | 0.01% | 1967 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 407 | 46 | 0.05% | 0.03% | 1969 | +182 | 80.89% | Q1 2026 | May 14, 2026 |
| Archer Investment Corp | History | No change | 410 | 46 | 0.01% | 0.01% | 1968 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 400 | 45 | 0.02% | 0.02% | 1970 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Reduced | 385 | 43 | 0.01% | 0.02% | 1971 | -450 | -53.89% | Q1 2026 | Apr 22, 2026 |
| TopTier Wealth Management, LLC | History | New | 382 | 43 | 0.03% | — | 1972 | +382 | New | Q1 2026 | May 05, 2026 |
| Copia Wealth Management | History | Added to | 368 | 41 | 0.03% | 0.03% | 1973 | +68 | 22.67% | Q1 2026 | May 04, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 356 | 40 | 0.02% | 0.01% | 1974 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PFS Partners, LLC | History | Added to | 338 | 38 | 0.02% | 0.02% | 1975 | +1 | 0.3% | Q1 2026 | Apr 09, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 335 | 37 | 0.01% | 0.01% | 1977 | -53 | -13.66% | Q1 2026 | May 01, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 328 | 37 | 0.01% | 0.01% | 1976 | -28 | -7.87% | Q1 2026 | May 11, 2026 |
| Ransom Advisory, Ltd | History | No change | 303 | 37 | 0.01% | 0.01% | 1978 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 324 | 36 | 0.02% | — | 1980 | +324 | New | Q1 2026 | May 12, 2026 |
| Providence Capital Advisors, LLC | History | No change | 324 | 36 | 0.01% | 0.01% | 1979 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 302 | 34 | 0.01% | — | 1981 | +302 | New | Q1 2026 | May 13, 2026 |
| Gleason Group, Inc. | History | No change | 298 | 33 | 0.0% | 0.0% | 1982 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GoalVest Advisory LLC | History | No change | 292 | 33 | 0.01% | 0.01% | 1983 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Mechanics Financial Corp | History | No change | 290 | 32 | 0.01% | 0.01% | 1984 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 276 | 31 | 0.02% | 0.03% | 1985 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Magnolia Wealth Management, LLC | History | New | 274 | 30 | 0.02% | — | 1988 | +274 | New | Q1 2026 | May 06, 2026 |
| Boreal Capital Management LLC | History | No change | 270 | 30 | 0.02% | 0.02% | 1986 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 267 | 30 | 0.02% | 0.02% | 1987 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DecisionPoint Financial, LLC | History | No change | 265 | 29 | 0.01% | 0.01% | 1989 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Reduced | 256 | 28 | 0.04% | 0.84% | 1990 | -3,870 | -93.8% | Q1 2026 | May 04, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Reduced | 255 | 28 | 0.01% | 0.01% | 1992 | -30 | -10.53% | Q1 2026 | May 15, 2026 |
| Founders Capital Management | History | No change | 253 | 28 | 0.01% | 0.02% | 1991 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 239 | 27 | 0.0% | 0.13% | 1993 | -17,315 | -98.64% | Q1 2026 | Apr 29, 2026 |
| NorthAvenue LLC | History | No change | 239 | 27 | 0.02% | 0.02% | 1994 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Davis Capital Management | History | No change | 231 | 26 | 0.02% | 0.02% | 1995 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Morling Financial Advisors, LLC | History | No change | 234 | 26 | 0.01% | 0.01% | 1996 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Centennial Bank/AR/ | History | No change | 234 | 26 | 0.01% | 0.01% | 1997 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Valued Wealth Advisors LLC | History | No change | 236 | 26 | 0.01% | 0.01% | 1998 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | New | 229 | 25 | 0.06% | — | 2002 | +229 | New | Q1 2026 | May 15, 2026 |
| Advocate Investing Services LLC | History | Added to | 229 | 25 | 0.02% | 0.02% | 2001 | +65 | 39.63% | Q1 2026 | Apr 22, 2026 |